IFG
PMM

Independent Financial Group’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Independent Financial 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
2025
Q4 		– Sell
-11,753
Closed -$71K – 1469
2025
Q3 		$71K Sell
11,753
-1,000
-8% -$5.93K ﹤0.01% 1342
2025
Q2 		$76.3K Buy
12,753
+2,500
+24% +$14.8K ﹤0.01% 1274
2025
Q1 		$62.9K Buy
+10,253
New +$63.5K ﹤0.01% 1159
2024
Q1 		– Sell
-10,700
Closed -$65.1K – 1047
2023
Q4 		$65.1K Hold
10,700
– – ﹤0.01% 933
2023
Q3 		$58.5K Hold
10,700
– – ﹤0.01% 881
2023
Q2 		$65.2K Sell
10,700
-41,829
-80% -$249K ﹤0.01% 862
2023
Q1 		$322K Buy
52,529
+1,500
+3% +$10.1K 0.03% 581
2022
Q4 		$320K Sell
51,029
-13,595
-21% -$82.5K 0.03% 539
2022
Q3 		$364K Buy
64,624
+14,580
+29% +$97.3K 0.03% 487
2022
Q2 		$331K Buy
50,044
+3,628
+8% +$24K 0.04% 474
2022
Q1 		$328K Sell
46,416
-5,370
-10% -$40.3K 0.03% 564
2021
Q4 		$454K Buy
51,786
+4,666
+10% +$39.7K 0.04% 444
2021
Q3 		$393K Buy
47,120
+25,985
+123% +$224K 0.04% 435
2021
Q2 		$185K Sell
21,135
-5,476
-21% -$46.4K 0.02% 678
2021
Q1 		$217K Sell
26,611
-222
-0.8% -$1.8K 0.03% 567
2020
Q4 		$217K Buy
26,833
+8,811
+49% +$68.8K 0.03% 506
2020
Q3 		$138K Buy
+18,022
New +$140K 0.03% 479
2020
Q2 		– Sell
-10,000
Closed -$72K – 500
2020
Q1 		$72K Buy
+10,000
New +$78.2K 0.02% 396

Other funds holding PMM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Independent Financial Group's PMM Position: Q4 2025 in Review

Independent Financial Group sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2025, closing a stake of 11,753 shares — an estimated $71K sold.

Independent Financial Group first reported a position in PMM in Q1 2020 and held it in 18 quarters. The position peaked at $454K in Q4 2021. 89 funds tracked by Wall St. Rank hold PMM as of Q4 2025.

  • Independent Financial Group reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 11,753 Franklin Managed Municipal Income Trust shares in Q4 2025, an estimated $71K.
  • Independent Financial Group first reported a position in Franklin Managed Municipal Income Trust in Q1 2020 and held it in 18 quarters.
  • Independent Financial Group's Franklin Managed Municipal Income Trust position peaked at $454K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.