Melfa Wealth Management’s Aberdeen Municipal Income Fund MFM Stock Holding History

Melfa Wealth Management’s Portfolio MFM Stock Details MFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$818K	Hold	151,674	–	–	0.47%	51
2025 Q4	$824K	Buy	151,674 +24,450	+19%	+$132K	0.47%	55
2025 Q3	$686K	Buy	127,224 +14,000	+12%	+$72.5K	0.4%	62
2025 Q2	$585K	Hold	113,224	–	–	0.37%	67
2025 Q1	$600K	Hold	113,224	–	–	0.41%	63
2024 Q4	$606K	Sell	113,224 -352	-0.3%	-$1.96K	0.41%	63
2024 Q3	$650K	Sell	113,576 -1,854	-2%	-$10.3K	0.43%	59
2024 Q2	$630K	Hold	115,430	–	–	0.44%	57
2024 Q1	$620K	Buy	115,430 +68	+0.1%	+$357	0.45%	56
2023 Q4	$596K	Hold	115,362	–	–	0.56%	45
2023 Q3	$525K	Buy	115,362 +14,800	+15%	+$74.3K	0.57%	44
2023 Q2	$513K	Hold	100,562	–	–	0.52%	52
2023 Q1	$537K	Hold	100,562	–	–	0.54%	47
2022 Q4	$521K	Buy	+100,562	New	+$500K	0.54%	49

Other funds holding MFM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

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

RCM

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

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

HWAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Melfa Wealth Management's MFM Position: Q1 2026 in Review

Melfa Wealth Management held its Aberdeen Municipal Income Fund (MFM) position steady in Q1 2026 at 151,674 shares worth $818K. The position accounts for 0.47% of the portfolio, ranked #51.

Melfa Wealth Management first reported a position in MFM in Q4 2022 and has held it in 14 quarters since. The position peaked at $824K in Q4 2025. 83 funds tracked by Wall St. Rank hold MFM as of Q1 2026.

Melfa Wealth Management held 151,674 shares of Aberdeen Municipal Income Fund worth $818K as of Q1 2026.
Melfa Wealth Management left its Aberdeen Municipal Income Fund share count unchanged in Q1 2026.
Aberdeen Municipal Income Fund made up 0.47% of Melfa Wealth Management's portfolio in Q1 2026, its #51 holding.
Melfa Wealth Management first reported a position in Aberdeen Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
Melfa Wealth Management's Aberdeen Municipal Income Fund position peaked at $824K in Q4 2025.
83 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.