Clear Creek Financial Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Clear Creek Financial Management’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 Q2	$183K	Sell	28,020 -3,850	-12%	-$24K	0.01%	622
2026 Q1	$196K	Hold	31,870	–	–	0.02%	586
2025 Q4	$200K	Hold	31,870	–	–	0.02%	563
2025 Q3	$192K	Hold	31,870	–	–	0.02%	546
2025 Q2	$191K	Sell	31,870 -480	-1%	-$2.84K	0.02%	523
2025 Q1	$198K	Sell	32,350 -2,000	-6%	-$12.4K	0.02%	495
2024 Q4	$205K	Hold	34,350	–	–	0.02%	445
2024 Q3	$224K	Buy	34,350 +6,000	+21%	+$38K	0.03%	410
2024 Q2	$176K	Buy	28,350 +14,000	+98%	+$84K	0.02%	427
2024 Q1	$86K	Hold	14,350	–	–	0.01%	413
2023 Q4	$87.2K	Buy	+14,350	New	+$80.4K	0.01%	337

Other funds holding PMM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clear Creek Financial Management's PMM Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Franklin Managed Municipal Income Trust (PMM) stake by 12% in Q2 2026, selling an estimated $24K and leaving 28,020 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #622.

Clear Creek Financial Management first reported a position in PMM in Q4 2023 and has held it in 11 quarters since. The position peaked at $224K in Q3 2024. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

Clear Creek Financial Management held 28,020 shares of Franklin Managed Municipal Income Trust worth $183K as of Q2 2026.
Clear Creek Financial Management sold 3,850 Franklin Managed Municipal Income Trust shares in Q2 2026, an estimated $24K.
Franklin Managed Municipal Income Trust made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #622 holding.
Clear Creek Financial Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and has held it in 11 quarters since.
Clear Creek Financial Management's Franklin Managed Municipal Income Trust position peaked at $224K in Q3 2024.
86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.