FAIM
PMM

Financial Advocates Investment Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-20,391
Closed -$122K – 439
2025
Q2 		$122K Hold
20,391
– – 0.01% 602
2025
Q1 		$125K Buy
20,391
+3,185
+19% +$19.7K 0.01% 696
2024
Q4 		$103K Sell
17,206
-833
-5% -$5.24K 0.01% 724
2024
Q3 		$117K Hold
18,039
– – 0.01% 738
2024
Q2 		$112K Hold
18,039
– – 0.01% 704
2024
Q1 		$108K Hold
18,039
– – 0.01% 738
2023
Q4 		$110K Buy
18,039
+675
+4% +$3.78K 0.01% 699
2023
Q3 		$95K Hold
17,364
– – 0.01% 675
2023
Q2 		$106K Sell
17,364
-944
-5% -$5.63K 0.01% 672
2023
Q1 		$112K Buy
18,308
+514
+3% +$3.48K 0.01% 707
2022
Q4 		$112K Buy
17,794
+714
+4% +$4.33K 0.01% 713
2022
Q3 		$96K Buy
17,080
+13
+0.1% +$87 0.01% 721
2022
Q2 		$113K Buy
17,067
+713
+4% +$4.71K 0.01% 652
2022
Q1 		$116K Buy
16,354
+7
+0% +$53 0.01% 706
2021
Q4 		$143K Buy
16,347
+10
+0.1% +$85 0.01% 743
2021
Q3 		$136K Buy
16,337
+873
+6% +$7.51K 0.01% 717
2021
Q2 		$136K Hold
15,464
– – 0.01% 715
2021
Q1 		$126K Hold
15,464
– – 0.01% 728
2020
Q4 		$125K Hold
15,464
– – 0.01% 696
2020
Q3 		$118K Hold
15,464
– – 0.01% 608
2020
Q2 		$113K Buy
+15,464
New +$109K 0.01% 590

Other funds holding PMM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Financial Advocates Investment Management's PMM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2025, closing a stake of 20,391 shares — an estimated $122K sold.

Financial Advocates Investment Management first reported a position in PMM in Q2 2020 and held it in 21 quarters. The position peaked at $143K in Q4 2021. 80 funds tracked by Wall St. Rank hold PMM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 20,391 Franklin Managed Municipal Income Trust shares in Q3 2025, an estimated $122K.
  • Financial Advocates Investment Management first reported a position in Franklin Managed Municipal Income Trust in Q2 2020 and held it in 21 quarters.
  • Financial Advocates Investment Management's Franklin Managed Municipal Income Trust position peaked at $143K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.