HWAM
MMU

Hennion & Walsh Asset Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Hennion & Walsh Asset Management’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
Q2 		$6.4M Buy
614,247
+117,425
+24% +$1.21M 0.18% 133
2026
Q1 		$5.11M Sell
496,822
-6,535
-1% -$68.6K 0.17% 144
2025
Q4 		$5.26M Buy
503,357
+142,371
+39% +$1.48M 0.18% 135
2025
Q3 		$3.73M Buy
+360,986
New +$3.62M 0.14% 193
2021
Q4 		– Sell
-241,268
Closed -$3.22M – 769
2021
Q3 		$3.22M Sell
241,268
-2,594
-1% -$35.2K 0.17% 175
2021
Q2 		$3.3M Sell
243,862
-3,706
-1% -$49.6K 0.18% 165
2021
Q1 		$3.22M Buy
+247,568
New +$3.2M 0.19% 143

Other funds holding MMU

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return