SW
PMM

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

Simplicity Wealth’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 		$78.5K Hold
12,000
– – ﹤0.01% 999
2026
Q1 		$73.8K Buy
+12,000
New +$75.2K ﹤0.01% 733

Other funds holding PMM

Raymond James Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Simplicity Wealth's PMM Position: Q2 2026 in Review

Simplicity Wealth held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 12,000 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Simplicity Wealth first reported a position in PMM in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

  • Simplicity Wealth held 12,000 shares of Franklin Managed Municipal Income Trust worth $78.5K as of Q2 2026.
  • Simplicity Wealth left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
  • Franklin Managed Municipal Income Trust made up ﹤0.01% of Simplicity Wealth's portfolio in Q2 2026, its #999 holding.
  • Simplicity Wealth first reported a position in Franklin Managed Municipal Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.