CFFP
MFM

Center for Financial Planning’s Aberdeen Municipal Income Fund MFM Stock Holding History

Center for Financial Planning’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 		– Sell
-15,000
Closed -$81.5K – 698
2025
Q4 		$81.5K Sell
15,000
-15,000
-50% -$80.8K 0.01% 253
2025
Q3 		$162K Buy
+30,000
New +$155K 0.02% 185

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 0.79% 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 $2.99B AUM 3.89% 1-Year Est. Return

Center for Financial Planning's MFM Position: Q1 2026 in Review

Center for Financial Planning sold out of Aberdeen Municipal Income Fund (MFM) in Q1 2026, closing a stake of 15,000 shares — an estimated $81.5K sold.

Center for Financial Planning first reported a position in MFM in Q3 2025 and held it in 2 quarters. The position peaked at $162K in Q3 2025. 83 funds tracked by Wall St. Rank hold MFM as of Q1 2026.

  • Center for Financial Planning reported no remaining Aberdeen Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 15,000 Aberdeen Municipal Income Fund shares in Q1 2026, an estimated $81.5K.
  • Center for Financial Planning first reported a position in Aberdeen Municipal Income Fund in Q3 2025 and held it in 2 quarters.
  • Center for Financial Planning's Aberdeen Municipal Income Fund position peaked at $162K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.