FAG
PMM

Fortitude Advisory Group’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Fortitude Advisory Group’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 		$140K Buy
21,429
+3,144
+17% +$19.6K 0.05% 228
2026
Q1 		$112K Hold
18,285
– – 0.05% 218
2025
Q4 		$115K Hold
18,285
– – 0.05% 210
2025
Q3 		$110K Hold
18,285
– – 0.06% 210
2025
Q2 		$109K Hold
18,285
– – 0.06% 210
2025
Q1 		$107K Hold
18,285
– – 0.08% 193
2024
Q4 		$109K Hold
18,285
– – 0.07% 194
2024
Q3 		$119K Hold
18,285
– – 0.08% 200
2024
Q2 		$113K Sell
18,285
-479
-3% -$2.88K 0.07% 191
2024
Q1 		$112K Hold
18,764
– – 0.06% 208
2023
Q4 		$114K Buy
18,764
+3,766
+25% +$21.1K 0.07% 212
2023
Q3 		$82K Hold
14,998
– – 0.06% 200
2023
Q2 		$91.3K Buy
14,998
+998
+7% +$5.95K 0.07% 206
2023
Q1 		$85.8K Buy
14,000
+2,127
+18% +$14.4K 0.07% 216
2022
Q4 		$74.6K Buy
+11,873
New +$72K 0.06% 211
2022
Q2 		– Sell
-4,211
Closed -$30K – 983
2022
Q1 		$30K Hold
4,211
– – 0.02% 691
2021
Q4 		$37K Buy
+4,211
New +$35.9K 0.02% 642

Other funds holding PMM

Raymond James Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fortitude Advisory Group's PMM Position: Q2 2026 in Review

Fortitude Advisory Group increased its Franklin Managed Municipal Income Trust (PMM) stake by 17% in Q2 2026, buying an estimated $19.6K and bringing the position to 21,429 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #228.

Fortitude Advisory Group first reported a position in PMM in Q4 2021 and has held it in 17 quarters since. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

  • Fortitude Advisory Group held 21,429 shares of Franklin Managed Municipal Income Trust worth $140K as of Q2 2026.
  • Fortitude Advisory Group bought 3,144 Franklin Managed Municipal Income Trust shares in Q2 2026, an estimated $19.6K.
  • Franklin Managed Municipal Income Trust made up 0.05% of Fortitude Advisory Group's portfolio in Q2 2026, its #228 holding.
  • Fortitude Advisory Group first reported a position in Franklin Managed Municipal Income Trust in Q4 2021 and has held it in 17 quarters since.
  • 86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.