GJWM
PMM

Gilliland Jeter Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Gilliland Jeter Wealth 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
Q2 		– Sell
-12,138
Closed -$74.4K – 186
2025
Q1 		$74.4K Buy
12,138
+124
+1% +$769 0.03% 175
2024
Q4 		$71.7K Buy
12,014
+88
+0.7% +$553 0.02% 170
2024
Q3 		$77.6K Buy
11,926
+90
+0.8% +$571 0.03% 252
2024
Q2 		$73.4K Buy
11,836
+93
+0.8% +$558 0.02% 247
2024
Q1 		$70.3K Buy
11,743
+88
+0.8% +$540 0.02% 251
2023
Q4 		$70.9K Buy
+11,655
New +$65.3K 0.03% 160

Other funds holding PMM

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

Gilliland Jeter Wealth Management's PMM Position: Q2 2025 in Review

Gilliland Jeter Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2025, closing a stake of 12,138 shares — an estimated $74.4K sold.

Gilliland Jeter Wealth Management first reported a position in PMM in Q4 2023 and held it in 6 quarters. The position peaked at $77.6K in Q3 2024. 84 funds tracked by Wall St. Rank hold PMM as of Q2 2025.

  • Gilliland Jeter Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 12,138 Franklin Managed Municipal Income Trust shares in Q2 2025, an estimated $74.4K.
  • Gilliland Jeter Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and held it in 6 quarters.
  • Gilliland Jeter Wealth Management's Franklin Managed Municipal Income Trust position peaked at $77.6K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.