SWA
MMU

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

Stratos 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
2025
Q4 		– Sell
-15,846
Closed -$164K – 692
2025
Q3 		$164K Buy
15,846
+161
+1% +$1.62K 0.01% 653
2025
Q2 		$155K Sell
15,685
-2,331
-13% -$23.1K 0.01% 641
2025
Q1 		$185K Buy
18,016
+124
+0.7% +$1.28K 0.01% 636
2024
Q4 		$183K Sell
17,892
-25,079
-58% -$264K 0.01% 687
2024
Q3 		$466K Buy
42,971
+180
+0.4% +$1.92K 0.02% 514
2024
Q2 		$443K Buy
42,791
+186
+0.4% +$1.88K 0.02% 501
2024
Q1 		$445K Buy
42,605
+111
+0.3% +$1.13K 0.03% 484
2023
Q4 		$432K Buy
42,494
+160
+0.4% +$1.51K 0.02% 486
2023
Q3 		$378K Buy
+42,334
New +$410K 0.02% 478

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return