Leo Wealth LLC’s Western Asset Managed Municipals Fund MMU Stock Holding History

Leo Wealth LLC’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.08M	Buy	299,771 +52,556	+21%	+$551K	0.22%	88
2025 Q4	$2.58M	Buy	247,215 +75,765	+44%	+$787K	0.19%	96
2025 Q3	$1.77M	Sell	171,450 -52,452	-23%	-$527K	0.23%	81
2025 Q2	$2.22M	Buy	223,902 +55,452	+33%	+$549K	0.17%	106
2025 Q1	$1.73M	Sell	168,450 -44,817	-21%	-$463K	0.25%	79
2024 Q4	$2.18M	Buy	213,267 +4,683	+2%	+$49.2K	0.2%	89
2024 Q3	$2.26M	Buy	208,584 +19,593	+10%	+$209K	0.21%	86
2024 Q2	$1.95M	Buy	188,991 +27,630	+17%	+$280K	0.2%	88
2024 Q1	$1.68M	Buy	161,361 +14,177	+10%	+$144K	0.17%	105
2023 Q4	$1.5M	Buy	+147,184	New	+$1.39M	0.16%	108

Other funds holding MMU

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

HWAM

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

Leo Wealth LLC's MMU Position: Q1 2026 in Review

Leo Wealth LLC increased its Western Asset Managed Municipals Fund (MMU) stake by 21% in Q1 2026, buying an estimated $551K and bringing the position to 299,771 shares worth $3.08M. The position accounts for 0.22% of the portfolio, ranked #88.

Leo Wealth LLC first reported a position in MMU in Q4 2023 and has held it in 10 quarters since. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2026.

Leo Wealth LLC held 299,771 shares of Western Asset Managed Municipals Fund worth $3.08M as of Q1 2026.
Leo Wealth LLC bought 52,556 Western Asset Managed Municipals Fund shares in Q1 2026, an estimated $551K.
Western Asset Managed Municipals Fund made up 0.22% of Leo Wealth LLC's portfolio in Q1 2026, its #88 holding.
Leo Wealth LLC first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and has held it in 10 quarters since.
110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.