SWP
MMU

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

Stratos Wealth Partners’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
Q1 		$310K Buy
+30,200
New +$317K ﹤0.01% 1300
2025
Q1 		– Sell
-38,045
Closed -$388K – 1465
2024
Q4 		$388K Sell
38,045
-3,600
-9% -$37.8K 0.01% 1035
2024
Q3 		$451K Buy
+41,645
New +$444K 0.01% 971
2024
Q2 		– Sell
-19,456
Closed -$203K – 1418
2024
Q1 		$203K Hold
19,456
– – ﹤0.01% 1285
2023
Q4 		$198K Hold
19,456
– – ﹤0.01% 1277
2023
Q3 		$174K Buy
19,456
+1,000
+5% +$9.68K ﹤0.01% 1190
2023
Q2 		$183K Hold
18,456
– – ﹤0.01% 1112
2023
Q1 		$190K Hold
18,456
– – 0.01% 1045
2022
Q4 		$186K Hold
18,456
– – ﹤0.01% 1053
2022
Q3 		$179K Sell
18,456
-11,155
-38% -$119K 0.01% 1036
2022
Q2 		$313K Sell
29,611
-6,227
-17% -$67.7K 0.01% 910
2022
Q1 		$416K Buy
+35,838
New +$439K 0.01% 881
2021
Q1 		– Sell
-29,911
Closed -$384K – 1149
2020
Q4 		$384K Buy
29,911
+249
+0.8% +$3.11K 0.01% 755
2020
Q3 		$362K Sell
29,662
-19,316
-39% -$239K 0.01% 723
2020
Q2 		$588K Sell
48,978
-32,003
-40% -$376K 0.02% 540
2020
Q1 		$969K Sell
80,981
-4,321
-5% -$56.8K 0.04% 338
2019
Q4 		$1.14M Buy
85,302
+374
+0.4% +$5.11K 0.04% 360
2019
Q3 		$1.17M Buy
84,928
+2,314
+3% +$32.8K 0.05% 334
2019
Q2 		$1.13M Buy
82,614
+1,207
+1% +$16.3K 0.05% 335
2019
Q1 		$1.07M Buy
81,407
+3,081
+4% +$40.6K 0.05% 341
2018
Q4 		$995K Sell
78,326
-8,746
-10% -$106K 0.05% 329
2018
Q3 		$1.05M Sell
87,072
-19,519
-18% -$246K 0.05% 324
2018
Q2 		$1.35M Buy
106,591
+714
+0.7% +$9.12K 0.06% 301
2018
Q1 		$1.38M Buy
105,877
+5,134
+5% +$68.8K 0.06% 300
2017
Q4 		$1.42M Buy
100,743
+26,419
+36% +$374K 0.06% 286
2017
Q3 		$1.04M Sell
74,324
-841
-1% -$11.9K 0.05% 328
2017
Q2 		$1.04M Buy
75,165
+3,645
+5% +$50.5K 0.05% 290
2017
Q1 		$984K Buy
71,520
+14,943
+26% +$206K 0.06% 282
2016
Q4 		$776K Sell
56,577
-9,733
-15% -$135K 0.05% 306
2016
Q3 		$1M Buy
66,310
+4,352
+7% +$66.9K 0.07% 242
2016
Q2 		$939K Buy
61,958
+9,787
+19% +$148K 0.07% 230
2016
Q1 		$778K Buy
52,171
+1,528
+3% +$22.4K 0.07% 221
2015
Q4 		$718K Buy
50,643
+29,535
+140% +$418K 0.06% 228
2015
Q3 		$293K Sell
21,108
-1,500
-7% -$20.9K 0.04% 376
2015
Q2 		$305K Buy
22,608
+955
+4% +$13.3K 0.04% 367
2015
Q1 		$308K Hold
21,653
– – 0.04% 417
2014
Q4 		$294K Buy
21,653
+4,719
+28% +$63.3K 0.05% 359
2014
Q3 		$221K Sell
16,934
-2,400
-12% -$31.2K 0.05% 271
2014
Q2 		$253K Buy
+19,334
New +$251K 0.08% 250

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 $12.9B 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 $239M AUM 0.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Stratos Wealth Partners's MMU Position: Q1 2026 in Review

Stratos Wealth Partners opened a new position in Western Asset Managed Municipals Fund (MMU) in Q1 2026: 30,200 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in MMU as recently as Q4 2024.

Stratos Wealth Partners first reported a position in MMU in Q2 2014 and has held it in 39 quarters since. The position peaked at $1.42M in Q4 2017. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2026.

  • Stratos Wealth Partners held 30,200 shares of Western Asset Managed Municipals Fund worth $310K as of Q1 2026.
  • Western Asset Managed Municipals Fund was a new Stratos Wealth Partners position in Q1 2026.
  • Western Asset Managed Municipals Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1300 holding.
  • Stratos Wealth Partners first reported a position in Western Asset Managed Municipals Fund in Q2 2014 and has held it in 39 quarters since.
  • Stratos Wealth Partners's Western Asset Managed Municipals Fund position peaked at $1.42M in Q4 2017.
  • 110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.