Fortitude Advisory Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Fortitude Advisory Group’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$284K	Hold	31,754	–	–	0.11%	173
2026 Q2	$331K	Hold	31,754	–	–	0.13%	152
2026 Q1	$326K	Hold	31,754	–	–	0.15%	143
2025 Q4	$332K	Hold	31,754	–	–	0.14%	126
2025 Q3	$328K	Buy	31,754 +5,060	+19%	+$50.8K	0.18%	129
2025 Q2	$264K	Hold	26,694	–	–	0.15%	157
2025 Q1	$258K	Hold	26,694	–	–	0.19%	137
2024 Q4	$272K	Hold	26,694	–	–	0.16%	135
2024 Q3	$289K	Hold	26,694	–	–	0.18%	130
2024 Q2	$276K	Hold	26,694	–	–	0.17%	130
2024 Q1	$279K	Buy	26,694 +1,964	+8%	+$20K	0.16%	139
2023 Q4	$252K	Buy	24,730 +2,222	+10%	+$21K	0.15%	158
2023 Q3	$201K	Buy	22,508 +6,028	+37%	+$58.3K	0.14%	177
2023 Q2	$164K	Hold	16,480	–	–	0.12%	195
2023 Q1	$169K	Hold	16,480	–	–	0.13%	198
2022 Q4	$166K	Hold	16,480	–	–	0.14%	192
2022 Q3	$160K	Hold	16,480	–	–	0.15%	179
2022 Q2	$174K	Hold	16,480	–	–	0.16%	181
2022 Q1	$191K	Buy	16,480 +1,410	+9%	+$17.3K	0.1%	204
2021 Q4	$197K	Buy	+15,070	New	+$199K	0.1%	203

Other funds holding MMU

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

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

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Westview Investment Advisors Burlington, Vermont $207M AUM 20.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

B.A. Schrock Wealth Management Wadsworth, Ohio $274M AUM

Fortitude Advisory Group's MMU Position: Q3 2026 in Review

Fortitude Advisory Group held its Western Asset Managed Municipals Fund (MMU) position steady in Q3 2026 at 31,754 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #173.

Fortitude Advisory Group first reported a position in MMU in Q4 2021 and has held it in 20 quarters since. The position peaked at $332K in Q4 2025. 72 funds tracked by Wall St. Rank hold MMU as of Q3 2026.

Fortitude Advisory Group held 31,754 shares of Western Asset Managed Municipals Fund worth $284K as of Q3 2026.
Fortitude Advisory Group left its Western Asset Managed Municipals Fund share count unchanged in Q3 2026.
Western Asset Managed Municipals Fund made up 0.11% of Fortitude Advisory Group's portfolio in Q3 2026, its #173 holding.
Fortitude Advisory Group first reported a position in Western Asset Managed Municipals Fund in Q4 2021 and has held it in 20 quarters since.
Fortitude Advisory Group's Western Asset Managed Municipals Fund position peaked at $332K in Q4 2025.
72 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.