Wealthcare Advisory Partners’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Wealthcare Advisory Partners’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 Q2	$78.6K	Hold	12,018	–	–	﹤0.01%	1066
2026 Q1	$73.9K	Hold	12,018	–	–	﹤0.01%	1057
2025 Q4	$75.4K	Hold	12,018	–	–	﹤0.01%	1051
2025 Q3	$72.6K	Hold	12,018	–	–	﹤0.01%	1005
2025 Q2	$71.9K	Buy	+12,018	New	+$71.1K	﹤0.01%	960
2023 Q1	–	Sell	-12,018	Closed	-$75.5K	–	727
2022 Q4	$75.5K	Hold	12,018	–	–	﹤0.01%	683
2022 Q3	$68K	Hold	12,018	–	–	﹤0.01%	594
2022 Q2	$80K	Hold	12,018	–	–	﹤0.01%	555
2022 Q1	$85K	Hold	12,018	–	–	0.01%	536
2021 Q4	$105K	Hold	12,018	–	–	0.01%	566
2021 Q3	$100K	Hold	12,018	–	–	0.01%	537
2021 Q2	$105K	Sell	12,018 -2,925	-20%	-$24.8K	0.01%	543
2021 Q1	$122K	Buy	14,943 +2,925	+24%	+$23.7K	0.01%	615
2020 Q4	$97K	Hold	12,018	–	–	0.01%	424
2020 Q3	$92K	Hold	12,018	–	–	0.01%	352
2020 Q2	$88K	Hold	12,018	–	–	0.01%	311
2020 Q1	$87K	Hold	12,018	–	–	0.01%	402
2019 Q4	$96K	Hold	12,018	–	–	0.01%	411
2019 Q3	$94K	Hold	12,018	–	–	0.01%	406
2019 Q2	$92K	Hold	12,018	–	–	0.01%	396
2019 Q1	$90K	Hold	12,018	–	–	0.02%	352
2018 Q4	$81K	Hold	12,018	–	–	0.02%	343
2018 Q3	$83K	Hold	12,018	–	–	0.02%	366
2018 Q2	$85K	Hold	12,018	–	–	0.02%	366
2018 Q1	$86K	Buy	+12,018	New	+$86K	0.02%	305

Other funds holding PMM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

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

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

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

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

Wealthcare Advisory Partners's PMM Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 12,018 shares worth $78.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Wealthcare Advisory Partners first reported a position in PMM in Q1 2018 and has held it in 25 quarters since. The position peaked at $122K in Q1 2021. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

Wealthcare Advisory Partners held 12,018 shares of Franklin Managed Municipal Income Trust worth $78.6K as of Q2 2026.
Wealthcare Advisory Partners left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
Franklin Managed Municipal Income Trust made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1066 holding.
Wealthcare Advisory Partners first reported a position in Franklin Managed Municipal Income Trust in Q1 2018 and has held it in 25 quarters since.
Wealthcare Advisory Partners's Franklin Managed Municipal Income Trust position peaked at $122K in Q1 2021.
86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.