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Equibles

MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in MMU — Western Asset Managed Municipals Fund Inc.

CIK 1965241 ST. LOUIS, MO
Back to MMU Full portfolio

Position in MMU

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$290,394
-$181,797 QoQ
Shares Held
27,869
-39.3% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#59
of 106 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MMU Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $9,926,929 across 20 Asset Management names. MMU ranks #11 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GOF
Guggenheim Strategic Opportunities Fund
 225,080 $2,457,873
2 TROW
Price T Rowe Group Inc
 13,231 $1,504,232
3 BLK
BlackRock, Inc.
 978 $940,405
4 MMT
Aberdeen Multi-Market Income Fund
 194,724 $856,785
5 JPC
Nuveen Preferred & Income Opportunities Fund
 61,444 $484,178
6 KKR
KKR & Co. Inc.
 5,274 $484,047
7 APO
Apollo Global Management, Inc.
 3,602 $426,152
8 CSQ
Calamos Strategic Total Return Fund
 20,004 $411,282

All Filings in MMU

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $290,394 27,869
2026-03-31 $472,191 45,933
2025-12-31 $476,753 45,666
2025-09-30 $525,623 50,834
2025-06-30 $339,292 34,272
2025-03-31 $473,391 46,005
2024-12-31 $469,251 46,005
2024-09-30 $508,450 46,905
2024-06-30 $485,466 46,905
2024-03-31 $298,525 28,567
2023-12-31 $564,740 55,530
2023-09-30 $495,882 55,530
2023-06-30 $551,412 55,530
2023-03-31 $633,669 61,641
2022-12-31 $620,724 61,641