Drive Wealth Management’s Aberdeen Municipal Income Fund MFM Stock Holding History

Drive Wealth Management’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 Q1	–	Sell	-14,600	Closed	-$78.1K	–	358
2024 Q4	$78.1K	Sell	14,600 -3,000	-17%	-$16.7K	0.02%	333
2024 Q3	$101K	Hold	17,600	–	–	0.03%	310
2024 Q2	$96.1K	Sell	17,600 -4,000	-19%	-$20.9K	0.03%	309
2024 Q1	$116K	Hold	21,600	–	–	0.03%	304
2023 Q4	$112K	Buy	21,600 +3,000	+16%	+$14.5K	0.04%	294
2023 Q3	$84.6K	Hold	18,600	–	–	0.03%	267
2023 Q2	$94.9K	Hold	18,600	–	–	0.04%	269
2023 Q1	$99.3K	Buy	18,600 +4,000	+27%	+$20.8K	0.04%	278
2022 Q4	$75.6K	Buy	14,600 +600	+4%	+$2.98K	0.04%	242
2022 Q3	$68K	Buy	+14,000	New	+$77.4K	0.06%	154

Other funds holding MFM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HWAM

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

AFS

Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return

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

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Drive Wealth Management's MFM Position: Q1 2025 in Review

Drive Wealth Management sold out of Aberdeen Municipal Income Fund (MFM) in Q1 2025, closing a stake of 14,600 shares — an estimated $78.1K sold.

Drive Wealth Management first reported a position in MFM in Q3 2022 and held it in 10 quarters. The position peaked at $116K in Q1 2024. 85 funds tracked by Wall St. Rank hold MFM as of Q1 2025.

Drive Wealth Management reported no remaining Aberdeen Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Drive Wealth Management sold 14,600 Aberdeen Municipal Income Fund shares in Q1 2025, an estimated $78.1K.
Drive Wealth Management first reported a position in Aberdeen Municipal Income Fund in Q3 2022 and held it in 10 quarters.
Drive Wealth Management's Aberdeen Municipal Income Fund position peaked at $116K in Q1 2024.
85 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.