PFS
MHF

Prospera Financial Services’s Western Asset Municipal High Income Fund MHF Stock Holding History

Prospera Financial Services’s Portfolio MHF Stock Details MHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-166,418
Closed -$1.2M – 1409
2025
Q3 		$1.2M Buy
166,418
+13,007
+8% +$91.2K 0.02% 614
2025
Q2 		$1.07M Buy
153,411
+9,481
+7% +$67.4K 0.02% 633
2025
Q1 		$1.07M Buy
143,930
+10,410
+8% +$76K 0.02% 547
2024
Q4 		$908K Buy
133,520
+18,258
+16% +$130K 0.02% 575
2024
Q3 		$833K Buy
115,262
+25,677
+29% +$182K 0.02% 552
2024
Q2 		$607K Buy
89,585
+30,944
+53% +$209K 0.02% 646
2024
Q1 		$398K Buy
58,641
+11,686
+25% +$76.9K 0.01% 785
2023
Q4 		$301K Sell
46,955
-15,903
-25% -$99K 0.01% 848
2023
Q3 		$383K Buy
62,858
+12,837
+26% +$81.5K 0.01% 708
2023
Q2 		$328K Sell
50,021
-28,741
-36% -$186K 0.01% 757
2023
Q1 		$525K Sell
78,762
-935
-1% -$6.12K 0.02% 595
2022
Q4 		$508K Sell
79,697
-13,216
-14% -$84.5K 0.03% 532
2022
Q3 		$576K Buy
92,913
+14,012
+18% +$93.4K 0.03% 488
2022
Q2 		$518K Sell
78,901
-2,919
-4% -$19.6K 0.03% 505
2022
Q1 		$576K Buy
81,820
+4,551
+6% +$33.4K 0.02% 555
2021
Q4 		$620K Buy
77,269
+10,273
+15% +$84.7K 0.03% 512
2021
Q3 		$532K Buy
66,996
+9,800
+17% +$80.2K 0.03% 517
2021
Q2 		$484K Buy
57,196
+11,737
+26% +$93.6K 0.02% 542
2021
Q1 		$355K Hold
45,459
– – 0.02% 573
2020
Q4 		$341K Buy
45,459
+9,350
+26% +$68.9K 0.02% 500
2020
Q3 		$269K Buy
+36,109
New +$267K 0.1% 175

Other funds holding MHF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Prospera Financial Services's MHF Position: Q4 2025 in Review

Prospera Financial Services sold out of Western Asset Municipal High Income Fund (MHF) in Q4 2025, closing a stake of 166,418 shares — an estimated $1.2M sold.

Prospera Financial Services first reported a position in MHF in Q3 2020 and held it in 21 quarters. The position peaked at $1.2M in Q3 2025. 49 funds tracked by Wall St. Rank hold MHF as of Q4 2025.

  • Prospera Financial Services reported no remaining Western Asset Municipal High Income Fund position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 166,418 Western Asset Municipal High Income Fund shares in Q4 2025, an estimated $1.2M.
  • Prospera Financial Services first reported a position in Western Asset Municipal High Income Fund in Q3 2020 and held it in 21 quarters.
  • Prospera Financial Services's Western Asset Municipal High Income Fund position peaked at $1.2M in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.