BRWA
MMU

B. Riley Wealth Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

B. Riley Wealth Advisors’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$268K Sell
25,456
-12,897
-34% -$133K 0.01% 660
2026
Q1 		$382K Sell
38,353
-2,763
-7% -$29K 0.02% 513
2025
Q4 		$429K Buy
41,116
+142
+0.3% +$1.47K 0.02% 586
2025
Q3 		$424K Sell
40,974
-5,397
-12% -$54.2K 0.02% 590
2025
Q2 		$459K Buy
+46,371
New +$459K 0.02% 557
2024
Q4 		$572K Sell
56,050
-9,620
-15% -$101K 0.02% 650
2024
Q3 		$715K Sell
65,670
-10,702
-14% -$114K 0.02% 603
2024
Q2 		$795K Buy
76,372
+57,418
+303% +$581K 0.02% 617
2024
Q1 		$170K Sell
18,954
-54,665
-74% -$557K ﹤0.01% 1299
2023
Q4 		$749K Buy
73,619
+54,665
+288% +$516K 0.02% 631
2023
Q3 		$170K Buy
+18,954
New +$183K ﹤0.01% 1299
2014
Q3 		– Sell
-900
Closed -$11.8K – 1395
2014
Q2 		$11.8K Buy
+900
New +$11.7K ﹤0.01% 1712

Other funds holding MMU

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return