PI
MMU

PFG Investments’s Western Asset Managed Municipals Fund MMU Stock Holding History

PFG Investments’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 		$549K Sell
53,418
-2,319
-4% -$24.3K 0.03% 559
2025
Q4 		$582K Sell
55,737
-6,966
-11% -$72.3K 0.03% 516
2025
Q3 		$648K Buy
62,703
+1,381
+2% +$13.9K 0.03% 470
2025
Q2 		$607K Sell
61,322
-6,629
-10% -$65.7K 0.04% 461
2025
Q1 		$699K Buy
67,951
+10,438
+18% +$108K 0.04% 383
2024
Q4 		$587K Buy
57,513
+18,365
+47% +$193K 0.04% 438
2024
Q3 		$424K Buy
39,148
+27,778
+244% +$296K 0.03% 563
2024
Q2 		$118K Buy
+11,370
New +$115K 0.01% 864

Other funds holding MMU

Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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 $223M AUM 0.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return