WIP
PMM

WealthCare Investment Partners’s Franklin Managed Municipal Income Trust PMM Stock Holding History

WealthCare Investment 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
Q1 		$60.7K Hold
10,000
– – 0.02% 191
2025
Q4 		$62K Hold
10,000
– – 0.02% 182
2025
Q3 		$61.4K Buy
+10,000
New +$59.3K 0.02% 170

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

WealthCare Investment Partners's PMM Position: Q1 2026 in Review

WealthCare Investment Partners held its Franklin Managed Municipal Income Trust (PMM) position steady in Q1 2026 at 10,000 shares worth $60.7K. The position accounts for 0.02% of the portfolio, ranked #191.

WealthCare Investment Partners first reported a position in PMM in Q3 2025 and has held it in 3 quarters since. The position peaked at $62K in Q4 2025. 90 funds tracked by Wall St. Rank hold PMM as of Q1 2026.

  • WealthCare Investment Partners held 10,000 shares of Franklin Managed Municipal Income Trust worth $60.7K as of Q1 2026.
  • WealthCare Investment Partners left its Franklin Managed Municipal Income Trust share count unchanged in Q1 2026.
  • Franklin Managed Municipal Income Trust made up 0.02% of WealthCare Investment Partners's portfolio in Q1 2026, its #191 holding.
  • WealthCare Investment Partners first reported a position in Franklin Managed Municipal Income Trust in Q3 2025 and has held it in 3 quarters since.
  • WealthCare Investment Partners's Franklin Managed Municipal Income Trust position peaked at $62K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.