Integrated Wealth Concepts’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Integrated Wealth Concepts’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 Q1	–	Sell	-12,018	Closed	-$71.7K	–	1820
2024 Q4	$71.7K	Hold	12,018	–	–	﹤0.01%	1667
2024 Q3	$78.2K	Hold	12,018	–	–	﹤0.01%	1619
2024 Q2	$74.5K	Hold	12,018	–	–	﹤0.01%	1590
2024 Q1	$72K	Hold	12,018	–	–	﹤0.01%	1600
2023 Q4	$73.1K	Hold	12,018	–	–	﹤0.01%	1543
2023 Q3	$65.7K	Hold	12,018	–	–	﹤0.01%	1503
2023 Q2	$73.2K	Buy	+12,018	New	+$71.7K	﹤0.01%	1503

Other funds holding PMM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Wealth Concepts's PMM Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2025, closing a stake of 12,018 shares — an estimated $71.7K sold.

Integrated Wealth Concepts first reported a position in PMM in Q2 2023 and held it in 7 quarters. The position peaked at $78.2K in Q3 2024. 80 funds tracked by Wall St. Rank hold PMM as of Q1 2025.

Integrated Wealth Concepts reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 12,018 Franklin Managed Municipal Income Trust shares in Q1 2025, an estimated $71.7K.
Integrated Wealth Concepts first reported a position in Franklin Managed Municipal Income Trust in Q2 2023 and held it in 7 quarters.
Integrated Wealth Concepts's Franklin Managed Municipal Income Trust position peaked at $78.2K in Q3 2024.
80 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.