CoreCap Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

CoreCap Advisors’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 Q3	$544	Hold	100	–	–	﹤0.01%	2785
2026 Q2	$654	Hold	100	–	–	﹤0.01%	2792
2026 Q1	$615	Hold	100	–	–	﹤0.01%	2619
2025 Q4	$627	Hold	100	–	–	﹤0.01%	2669
2025 Q3	$604	Hold	100	–	–	﹤0.01%	2546
2025 Q2	$598	Hold	100	–	–	﹤0.01%	2484
2025 Q1	$613	Hold	100	–	–	﹤0.01%	2634
2024 Q4	$597	Hold	100	–	–	﹤0.01%	2462
2024 Q3	$651	Buy	+100	New	+$634	﹤0.01%	2329
2024 Q2	–	Sell	-100	Closed	-$599	–	2330
2024 Q1	$599	Buy	+100	New	+$614	﹤0.01%	2307
2022 Q4	$628	Buy	+100	New	+$607	﹤0.01%	2130
2022 Q3	–	Sell	-100	Closed	-$1K	–	1658
2022 Q2	$1K	Buy	+100	New	+$661	﹤0.01%	2036
2022 Q1	–	Sell	-3,535	Closed	-$31K	–	1661
2021 Q4	$31K	Buy	+3,535	New	+$30.1K	﹤0.01%	1165

Other funds holding PMM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

CoreCap Advisors's PMM Position: Q3 2026 in Review

CoreCap Advisors held its Franklin Managed Municipal Income Trust (PMM) position steady in Q3 2026 at 100 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

CoreCap Advisors first reported a position in PMM in Q4 2021 and has held it in 13 quarters since. The position peaked at $31K in Q4 2021. 18 funds tracked by Wall St. Rank hold PMM as of Q3 2026.

CoreCap Advisors held 100 shares of Franklin Managed Municipal Income Trust worth $544 as of Q3 2026.
CoreCap Advisors left its Franklin Managed Municipal Income Trust share count unchanged in Q3 2026.
Franklin Managed Municipal Income Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2785 holding.
CoreCap Advisors first reported a position in Franklin Managed Municipal Income Trust in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Franklin Managed Municipal Income Trust position peaked at $31K in Q4 2021.
18 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.