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Bogart Wealth LLC’s Aberdeen Municipal Income Fund MFM Stock Holding History

Bogart Wealth LLC’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
Q2 		$565 Buy
+101
New +$548 ﹤0.01% 1759
2025
Q3 		– Sell
-102
Closed -$528 – 1574
2025
Q2 		$528 Sell
102
-1,007
-91% -$5.18K ﹤0.01% 1333
2025
Q1 		$5.88K Buy
+1,109
New +$6.02K ﹤0.01% 872

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bogart Wealth LLC's MFM Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Aberdeen Municipal Income Fund (MFM) in Q2 2026: 101 shares worth $565. The stake represents ﹤0.01% of the portfolio and ranks #1759 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in MFM as recently as Q2 2025.

Bogart Wealth LLC first reported a position in MFM in Q1 2025 and has held it in 3 quarters since. The position peaked at $5.88K in Q1 2025. 126 funds tracked by Wall St. Rank hold MFM as of Q2 2026.

  • Bogart Wealth LLC held 101 shares of Aberdeen Municipal Income Fund worth $565 as of Q2 2026.
  • Aberdeen Municipal Income Fund was a new Bogart Wealth LLC position in Q2 2026.
  • Aberdeen Municipal Income Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1759 holding.
  • Bogart Wealth LLC first reported a position in Aberdeen Municipal Income Fund in Q1 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Aberdeen Municipal Income Fund position peaked at $5.88K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.