Cetera Investment Advisers
PMM

Cetera Investment Advisers’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Cetera Investment Advisers’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$390K Sell
63,411
-66,651
-51% -$418K ﹤0.01% 3741
2025
Q4 		$815K Sell
130,062
-4,530
-3% -$27.8K ﹤0.01% 3011
2025
Q3 		$813K Buy
134,592
+78,078
+138% +$463K ﹤0.01% 2958
2025
Q2 		$338K Buy
56,514
+1,577
+3% +$9.33K ﹤0.01% 3297
2025
Q1 		$337K Sell
54,937
-1,980
-3% -$12.3K ﹤0.01% 3171
2024
Q4 		$340K Sell
56,917
-8,250
-13% -$51.9K ﹤0.01% 3005
2024
Q3 		$424K Buy
65,167
+1,524
+2% +$9.66K ﹤0.01% 2784
2024
Q2 		$395K Buy
63,643
+9,952
+19% +$59.7K ﹤0.01% 2780
2024
Q1 		$322K Buy
+53,691
New +$330K ﹤0.01% 2969

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Cetera Investment Advisers's PMM Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Franklin Managed Municipal Income Trust (PMM) stake by 51% in Q1 2026, selling an estimated $418K and leaving 63,411 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #3741.

Cetera Investment Advisers first reported a position in PMM in Q1 2024 and has held it in 9 quarters since. The position peaked at $815K in Q4 2025. 90 funds tracked by Wall St. Rank hold PMM as of Q1 2026.

  • Cetera Investment Advisers held 63,411 shares of Franklin Managed Municipal Income Trust worth $390K as of Q1 2026.
  • Cetera Investment Advisers sold 66,651 Franklin Managed Municipal Income Trust shares in Q1 2026, an estimated $418K.
  • Franklin Managed Municipal Income Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3741 holding.
  • Cetera Investment Advisers first reported a position in Franklin Managed Municipal Income Trust in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Franklin Managed Municipal Income Trust position peaked at $815K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.