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

Spire Wealth Management’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	$81.5K	Hold	12,464	–	–	﹤0.01%	1035
2026 Q1	$76.7K	Hold	12,464	–	–	﹤0.01%	1051
2025 Q4	$78.1K	Hold	12,464	–	–	﹤0.01%	1059
2025 Q3	$75.3K	Hold	12,464	–	–	﹤0.01%	1102
2025 Q2	$74.5K	Hold	12,464	–	–	﹤0.01%	1082
2025 Q1	$76.4K	Hold	12,464	–	–	﹤0.01%	1143
2024 Q4	$74.4K	Sell	12,464 -5,000	-29%	-$31.4K	﹤0.01%	1145
2024 Q3	$114K	Hold	17,464	–	–	﹤0.01%	876
2024 Q2	$108K	Hold	17,464	–	–	﹤0.01%	875
2024 Q1	$105K	Hold	17,464	–	–	﹤0.01%	981
2023 Q4	$107K	Buy	+17,464	New	+$97.9K	﹤0.01%	981

Other funds holding PMM

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

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 New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spire Wealth Management's PMM Position: Q2 2026 in Review

Spire Wealth Management held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 12,464 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Spire Wealth Management first reported a position in PMM in Q4 2023 and has held it in 11 quarters since. The position peaked at $114K in Q3 2024. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

Spire Wealth Management held 12,464 shares of Franklin Managed Municipal Income Trust worth $81.5K as of Q2 2026.
Spire Wealth Management left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
Franklin Managed Municipal Income Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1035 holding.
Spire Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and has held it in 11 quarters since.
Spire Wealth Management's Franklin Managed Municipal Income Trust position peaked at $114K in Q3 2024.
86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.