Mascoma Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Mascoma Wealth Management’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
2026 Q2	$4.38K	Hold	670	–	–	﹤0.01%	388
2026 Q1	$4.12K	Hold	670	–	–	﹤0.01%	379
2025 Q4	$4.2K	Hold	670	–	–	﹤0.01%	378
2025 Q3	$4.05K	Hold	670	–	–	﹤0.01%	391
2025 Q2	$4.01K	Hold	670	–	–	﹤0.01%	397
2025 Q1	$4.11K	Hold	670	–	–	﹤0.01%	411
2024 Q4	$4K	Hold	670	–	–	﹤0.01%	423
2024 Q3	$4.36K	Hold	670	–	–	﹤0.01%	395
2024 Q2	$4.15K	Hold	670	–	–	﹤0.01%	423
2024 Q1	$4.01K	Hold	670	–	–	﹤0.01%	399
2023 Q4	$4.07K	Hold	670	–	–	﹤0.01%	407
2023 Q3	$3.67K	Hold	670	–	–	﹤0.01%	425
2023 Q2	$3.89K	Hold	670	–	–	﹤0.01%	413
2023 Q1	$4.05K	Hold	670	–	–	﹤0.01%	497
2022 Q4	$4.21K	Hold	670	–	–	﹤0.01%	506
2022 Q3	$4K	Hold	670	–	–	﹤0.01%	509
2022 Q2	$4K	Buy	+670	New	+$4.43K	﹤0.01%	525

Other funds holding PMM

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

HWAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mascoma Wealth Management's PMM Position: Q2 2026 in Review

Mascoma Wealth Management held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 670 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Mascoma Wealth Management first reported a position in PMM in Q2 2022 and has held it in 17 quarters since. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

Mascoma Wealth Management held 670 shares of Franklin Managed Municipal Income Trust worth $4.38K as of Q2 2026.
Mascoma Wealth Management left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
Franklin Managed Municipal Income Trust made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #388 holding.
Mascoma Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q2 2022 and has held it in 17 quarters since.
86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.