U.S. Capital Wealth Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-10,000	Closed	-$62.7K	–	1065
2025 Q4	$62.7K	Sell	10,000 -31,835	-76%	-$195K	﹤0.01%	970
2025 Q3	$253K	Buy	41,835 +11,229	+37%	+$66.6K	0.01%	820
2025 Q2	$183K	Buy	+30,606	New	+$181K	0.01%	849
2023 Q1	–	Sell	-477	Closed	-$3K	–	1282
2022 Q4	$3K	Buy	+477	New	+$2.9K	﹤0.01%	1453

Other funds holding PMM

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

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

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

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

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

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

RCM

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

U.S. Capital Wealth Advisors's PMM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2026, closing a stake of 10,000 shares — an estimated $62.7K sold.

U.S. Capital Wealth Advisors first reported a position in PMM in Q4 2022 and held it in 4 quarters. The position peaked at $253K in Q3 2025. 90 funds tracked by Wall St. Rank hold PMM as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 10,000 Franklin Managed Municipal Income Trust shares in Q1 2026, an estimated $62.7K.
U.S. Capital Wealth Advisors first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and held it in 4 quarters.
U.S. Capital Wealth Advisors's Franklin Managed Municipal Income Trust position peaked at $253K in Q3 2025.
90 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.