SOA Wealth Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

SOA Wealth Advisors’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	$3.14K	Hold	301	–	–	﹤0.01%	739
2026 Q1	$3.09K	Hold	301	–	–	﹤0.01%	686
2025 Q4	$3.14K	Hold	301	–	–	﹤0.01%	690
2025 Q3	$3.11K	Hold	301	–	–	﹤0.01%	700
2025 Q2	$2.98K	Hold	301	–	–	﹤0.01%	686
2025 Q1	$3.1K	Hold	301	–	–	﹤0.01%	673
2024 Q4	$3.07K	Hold	301	–	–	﹤0.01%	653
2024 Q3	$3.26K	Hold	301	–	–	﹤0.01%	639
2024 Q2	$3.12K	Hold	301	–	–	﹤0.01%	644
2024 Q1	$3.15K	Hold	301	–	–	﹤0.01%	656
2023 Q4	$3.06K	Hold	301	–	–	﹤0.01%	650
2023 Q3	$2.69K	Hold	301	–	–	﹤0.01%	683
2023 Q2	$2.99K	Hold	301	–	–	﹤0.01%	677
2023 Q1	$3.09K	Hold	301	–	–	﹤0.01%	677
2022 Q4	$3.03K	Hold	301	–	–	﹤0.01%	684
2022 Q3	$2K	Hold	301	–	–	﹤0.01%	714
2022 Q2	$3K	Hold	301	–	–	﹤0.01%	649
2022 Q1	$3K	Hold	301	–	–	﹤0.01%	755
2021 Q4	$3K	Hold	301	–	–	﹤0.01%	735
2021 Q3	$4K	Hold	301	–	–	﹤0.01%	715
2021 Q2	$4K	Hold	301	–	–	﹤0.01%	697
2021 Q1	$3K	Hold	301	–	–	﹤0.01%	683
2020 Q4	$4K	Buy	+301	New	+$3.76K	﹤0.01%	633

Other funds holding MMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HWAM

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

SOA Wealth Advisors's MMU Position: Q2 2026 in Review

SOA Wealth Advisors held its Western Asset Managed Municipals Fund (MMU) position steady in Q2 2026 at 301 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

SOA Wealth Advisors first reported a position in MMU in Q4 2020 and has held it in 23 quarters since. The position peaked at $4K in Q3 2021. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

SOA Wealth Advisors held 301 shares of Western Asset Managed Municipals Fund worth $3.14K as of Q2 2026.
SOA Wealth Advisors left its Western Asset Managed Municipals Fund share count unchanged in Q2 2026.
Western Asset Managed Municipals Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #739 holding.
SOA Wealth Advisors first reported a position in Western Asset Managed Municipals Fund in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Western Asset Managed Municipals Fund position peaked at $4K in Q3 2021.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.