IWC
MFM

Integrated Wealth Concepts’s Aberdeen Municipal Income Fund MFM Stock Holding History

Integrated Wealth Concepts’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.4K Buy
17,689
+1,300
+8% +$7.06K ﹤0.01% 2821
2026
Q1 		$88.3K Buy
16,389
+600
+4% +$3.27K ﹤0.01% 2188
2025
Q4 		$85.7K Sell
15,789
-175
-1% -$943 ﹤0.01% 1570
2025
Q3 		$86K Sell
15,964
-2,764
-15% -$14.3K ﹤0.01% 1927
2025
Q2 		$96.8K Hold
18,728
– – ﹤0.01% 1832
2025
Q1 		$99.3K Buy
18,728
+1,382
+8% +$7.5K ﹤0.01% 1674
2024
Q4 		$92.8K Sell
17,346
-10,834
-38% -$60.4K ﹤0.01% 1658
2024
Q3 		$161K Sell
28,180
-1,100
-4% -$6.09K ﹤0.01% 1578
2024
Q2 		$160K Sell
29,280
-2,597
-8% -$13.6K ﹤0.01% 1551
2024
Q1 		$171K Sell
31,877
-186
-0.6% -$978 ﹤0.01% 1546
2023
Q4 		$166K Sell
32,063
-13,229
-29% -$63.8K ﹤0.01% 1491
2023
Q3 		$206K Hold
45,292
– – ﹤0.01% 1401
2023
Q2 		$231K Sell
45,292
-20,312
-31% -$104K ﹤0.01% 1349
2023
Q1 		$350K Sell
65,604
-1,273
-2% -$6.61K 0.01% 987
2022
Q4 		$346K Sell
66,877
-109,125
-62% -$543K 0.01% 770
2022
Q3 		$852K Buy
176,002
+92,667
+111% +$512K 0.03% 457
2022
Q2 		$453K Buy
+83,335
New +$467K 0.01% 633

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Integrated Wealth Concepts's MFM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Aberdeen Municipal Income Fund (MFM) stake by 7.9% in Q2 2026, buying an estimated $7.06K and bringing the position to 17,689 shares worth $99.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Integrated Wealth Concepts first reported a position in MFM in Q2 2022 and has held it in 17 quarters since. The position peaked at $852K in Q3 2022. 125 funds tracked by Wall St. Rank hold MFM as of Q2 2026.

  • Integrated Wealth Concepts held 17,689 shares of Aberdeen Municipal Income Fund worth $99.4K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,300 Aberdeen Municipal Income Fund shares in Q2 2026, an estimated $7.06K.
  • Aberdeen Municipal Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2821 holding.
  • Integrated Wealth Concepts first reported a position in Aberdeen Municipal Income Fund in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Aberdeen Municipal Income Fund position peaked at $852K in Q3 2022.
  • 125 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.