Wealth Enhancement Advisory Services
MMU icon

Wealth Enhancement Advisory Services’s Western Asset Managed Municipals Fund MMU Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$386K Sell
43,124
-1,019
-2% -$10.1K ﹤0.01% 3087
2026
Q2 		$456K Sell
44,143
-94
-0.2% -$966 ﹤0.01% 2773
2026
Q1 		$453K Sell
44,237
-1,509
-3% -$15.8K ﹤0.01% 2396
2025
Q4 		$478K Buy
45,746
+814
+2% +$8.45K ﹤0.01% 2516
2025
Q3 		$465K Buy
44,932
+7,380
+20% +$74.1K ﹤0.01% 2424
2025
Q2 		$378K Sell
37,552
-4,071
-10% -$40.3K ﹤0.01% 2440
2025
Q1 		$428K Sell
41,623
-20,280
-33% -$210K ﹤0.01% 2163
2024
Q4 		$631K Buy
61,903
+2,660
+4% +$28K ﹤0.01% 1818
2024
Q3 		$642K Buy
59,243
+17,069
+40% +$182K ﹤0.01% 1650
2024
Q2 		$437K Sell
42,174
-1,561
-4% -$15.8K ﹤0.01% 1730
2024
Q1 		$457K Buy
43,735
+304
+0.7% +$3.1K ﹤0.01% 1636
2023
Q4 		$442K Sell
43,431
-419
-1% -$3.95K ﹤0.01% 1586
2023
Q3 		$392K Buy
+43,850
New +$424K ﹤0.01% 1579

Other funds holding MMU

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Westview Investment Advisors
Westview Investment Advisors Burlington, Vermont $207M AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's MMU Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Western Asset Managed Municipals Fund (MMU) stake by 2.3% in Q3 2026, selling an estimated $10.1K and leaving 43,124 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

Wealth Enhancement Advisory Services first reported a position in MMU in Q3 2023 and has held it in 13 quarters since. The position peaked at $642K in Q3 2024. 80 funds tracked by Wall St. Rank hold MMU as of Q3 2026.

  • Wealth Enhancement Advisory Services held 43,124 shares of Western Asset Managed Municipals Fund worth $386K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,019 Western Asset Managed Municipals Fund shares in Q3 2026, an estimated $10.1K.
  • Western Asset Managed Municipals Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3087 holding.
  • Wealth Enhancement Advisory Services first reported a position in Western Asset Managed Municipals Fund in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Western Asset Managed Municipals Fund position peaked at $642K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.