BWG
MFM

Balanced Wealth Group’s Aberdeen Municipal Income Fund MFM Stock Holding History

Balanced Wealth Group’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
195,055
+4,883
+3% +$26.6K 0.38% 29
2025
Q4 		$1.02M Buy
+190,172
New +$1.02M 0.37% 30
2025
Q3 		– Sell
-181,741
Closed -$932K – 70
2025
Q2 		$932K Buy
+181,741
New +$934K 0.4% 27
2025
Q1 		– Sell
-12,620
Closed -$68.5K – 70
2024
Q4 		$68.5K Sell
12,620
-24,944
-66% -$139K 0.03% 67
2024
Q3 		$215K Sell
37,564
-7,703
-17% -$42.7K 0.1% 66
2024
Q2 		$241K Sell
45,267
-22,044
-33% -$115K 0.11% 61
2024
Q1 		$356K Sell
67,311
-60,560
-47% -$318K 0.16% 55
2023
Q4 		$661K Buy
+127,871
New +$617K 0.34% 39

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return