Position in MFM
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,051,346
+$18,713 QoQ
Shares Held
195,055
+2.6% QoQ
Ownership
0.474%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MFM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BALANCED WEALTH GROUP LLC holds $9,922,077 across 4 Asset Management names. MFM ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
606,954 | $8,297,061 | |
| 2 | MFM |
Aberdeen Municipal Income Fund
This page
|
195,055 | $1,051,346 | |
| 3 | DNP |
Dnp Select Income Fund Inc
|
31,571 | $325,181 | |
| 4 | AFB |
Alliancebernstein National Municipal Income Fund
|
23,245 | $248,489 |
All Filings in MFM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,051,346 | 195,055 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,032,633 | 190,172 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $939,600 | 181,741 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $67,517 | 12,620 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $214,866 | 37,564 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $247,157 | 45,267 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $361,460 | 67,311 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $661,093 | 127,871 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||