WA
MFM

Waverly Advisors’s Aberdeen Municipal Income Fund MFM Stock Holding History

Waverly Advisors’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127K Buy
22,519
+1,201
+6% +$6.52K ﹤0.01% 1667
2026
Q1 		$115K Buy
21,318
+26
+0.1% +$142 ﹤0.01% 1527
2025
Q4 		$116K Buy
21,292
+3,195
+18% +$17.2K ﹤0.01% 1419
2025
Q3 		$97.5K Buy
18,097
+52
+0.3% +$269 ﹤0.01% 1257
2025
Q2 		$93.3K Buy
18,045
+8,003
+80% +$41.1K ﹤0.01% 1165
2025
Q1 		$53.2K Buy
10,042
+3
+0% +$16 ﹤0.01% 1102
2024
Q4 		$53.7K Buy
+10,039
New +$55.9K ﹤0.01% 976

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Waverly Advisors's MFM Position: Q2 2026 in Review

Waverly Advisors increased its Aberdeen Municipal Income Fund (MFM) stake by 5.6% in Q2 2026, buying an estimated $6.52K and bringing the position to 22,519 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Waverly Advisors first reported a position in MFM in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold MFM as of Q2 2026.

  • Waverly Advisors held 22,519 shares of Aberdeen Municipal Income Fund worth $127K as of Q2 2026.
  • Waverly Advisors bought 1,201 Aberdeen Municipal Income Fund shares in Q2 2026, an estimated $6.52K.
  • Aberdeen Municipal Income Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1667 holding.
  • Waverly Advisors first reported a position in Aberdeen Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 125 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.