PFS
MMU

Prospera Financial Services’s Western Asset Managed Municipals Fund MMU Stock Holding History

Prospera Financial Services’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
Q2 		$242K Buy
23,201
+233
+1% +$2.39K ﹤0.01% 1324
2026
Q1 		$236K Buy
22,968
+229
+1% +$2.4K ﹤0.01% 1294
2025
Q4 		$237K Sell
22,739
-24,985
-52% -$259K ﹤0.01% 1230
2025
Q3 		$493K Sell
47,724
-10,084
-17% -$101K 0.01% 941
2025
Q2 		$572K Sell
57,808
-22,117
-28% -$219K 0.01% 858
2025
Q1 		$822K Sell
79,925
-9,338
-10% -$96.6K 0.02% 613
2024
Q4 		$911K Sell
89,263
-49,999
-36% -$525K 0.02% 572
2024
Q3 		$1.51M Buy
139,262
+2,968
+2% +$31.6K 0.04% 402
2024
Q2 		$1.41M Sell
136,294
-15,833
-10% -$160K 0.04% 413
2024
Q1 		$1.59M Buy
152,127
+24,243
+19% +$247K 0.05% 385
2023
Q4 		$1.3M Buy
127,884
+4,753
+4% +$44.8K 0.04% 404
2023
Q3 		$1.1M Sell
123,131
-8,982
-7% -$86.9K 0.04% 403
2023
Q2 		$1.31M Buy
132,113
+12,691
+11% +$127K 0.05% 353
2023
Q1 		$1.23M Buy
119,422
+3,997
+3% +$41.2K 0.05% 365
2022
Q4 		$1.16M Buy
115,425
+8,240
+8% +$81.6K 0.06% 326
2022
Q3 		$1.04M Buy
107,185
+23
+0% +$245 0.05% 360
2022
Q2 		$1.13M Buy
107,162
+12,921
+14% +$140K 0.06% 339
2022
Q1 		$1.09M Buy
+94,241
New +$1.15M 0.05% 405

Other funds holding MMU

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return