BWL
MFM

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
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 $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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bogart Wealth LLC's MFM Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Aberdeen Municipal Income Fund (MFM) in Q3 2025, closing a stake of 102 shares — an estimated $528 sold.

Bogart Wealth LLC first reported a position in MFM in Q1 2025 and held it in 2 quarters. The position peaked at $5.88K in Q1 2025. 87 funds tracked by Wall St. Rank hold MFM as of Q3 2025.

  • Bogart Wealth LLC reported no remaining Aberdeen Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 102 Aberdeen Municipal Income Fund shares in Q3 2025, an estimated $528.
  • Bogart Wealth LLC first reported a position in Aberdeen Municipal Income Fund in Q1 2025 and held it in 2 quarters.
  • Bogart Wealth LLC's Aberdeen Municipal Income Fund position peaked at $5.88K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.