J.W. Cole Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

J.W. Cole Advisors’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	-12,022	Closed	-$72.6K	–	1565
2025 Q3	$72.6K	Sell	12,022 -259	-2%	-$1.54K	﹤0.01%	1506
2025 Q2	$73.4K	Buy	12,281 +43	+0.4%	+$254	﹤0.01%	1418
2025 Q1	$75K	Buy	+12,238	New	+$75.8K	﹤0.01%	1215

Other funds holding PMM

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

J.W. Cole Advisors's PMM Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2025, closing a stake of 12,022 shares — an estimated $72.6K sold.

J.W. Cole Advisors first reported a position in PMM in Q1 2025 and held it in 3 quarters. The position peaked at $75K in Q1 2025. 89 funds tracked by Wall St. Rank hold PMM as of Q4 2025.

J.W. Cole Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
J.W. Cole Advisors sold 12,022 Franklin Managed Municipal Income Trust shares in Q4 2025, an estimated $72.6K.
J.W. Cole Advisors first reported a position in Franklin Managed Municipal Income Trust in Q1 2025 and held it in 3 quarters.
J.W. Cole Advisors's Franklin Managed Municipal Income Trust position peaked at $75K in Q1 2025.
89 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.