Kestra Private Wealth Services’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Kestra Private Wealth Services’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	-12,246	Closed	-$74K	–	1792
2025 Q3	$74K	Hold	12,246	–	–	﹤0.01%	1620
2025 Q2	$73.2K	Hold	12,246	–	–	﹤0.01%	1566
2025 Q1	$75.1K	Hold	12,246	–	–	﹤0.01%	1464
2024 Q4	$73.1K	Hold	12,246	–	–	﹤0.01%	1374
2024 Q3	$79.7K	Sell	12,246 -1,022	-8%	-$6.48K	﹤0.01%	1317
2024 Q2	$82.3K	Buy	13,268 +12	+0.1%	+$72	﹤0.01%	1296
2024 Q1	$79.4K	Buy	13,256 +12	+0.1%	+$74	﹤0.01%	1246
2023 Q4	$80.5K	Buy	13,244 +1,944	+17%	+$10.9K	﹤0.01%	1149
2023 Q3	$61.8K	Buy	+11,300	New	+$65.9K	﹤0.01%	1107

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

Kestra Private Wealth Services's PMM Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2025, closing a stake of 12,246 shares — an estimated $74K sold.

Kestra Private Wealth Services first reported a position in PMM in Q3 2023 and held it in 9 quarters. The position peaked at $82.3K in Q2 2024. 89 funds tracked by Wall St. Rank hold PMM as of Q4 2025.

Kestra Private Wealth Services reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 12,246 Franklin Managed Municipal Income Trust shares in Q4 2025, an estimated $74K.
Kestra Private Wealth Services first reported a position in Franklin Managed Municipal Income Trust in Q3 2023 and held it in 9 quarters.
Kestra Private Wealth Services's Franklin Managed Municipal Income Trust position peaked at $82.3K in Q2 2024.
89 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.