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Equibles

AE Wealth Management LLC

Position in PMM — Franklin Managed Municipal Income Trust

CIK 1697723 TOPEKA, KS
Back to PMM Full portfolio

Position in PMM

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$84,228
+$12,058 QoQ
Shares Held
12,879
+9.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 87 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PMM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $131,933,580 across 45 Asset Management names. PMM ranks #42 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TROW
Price T Rowe Group Inc
 349,603 $39,746,329
2 PFG
Principal Financial Group Inc
 257,878 $27,794,055
3 PSLV
Sprott Physical Silver Trust
 442,718 $8,354,088
4 ARCC
Ares Capital Corp
 324,360 $6,010,389
5 PDI
PIMCO Dynamic Income Fund
 345,004 $5,761,566
6 BEN
Franklin Resources Inc
 130,756 $4,350,225
7 CEF
Sprott Physical Gold & Silver Trust
 105,442 $4,241,931
8 NAD
Nuveen Quality Municipal Income Fund
 291,032 $3,527,307

All Filings in PMM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $84,228 12,879
2026-03-31 $72,170 11,735
2025-12-31 $73,578 11,735
2025-09-30 $70,879 11,735
2025-06-30 $70,175 11,735
2025-03-31 $71,935 11,735
2024-12-31 $70,057 11,735
2024-09-30 $76,394 11,735
2024-06-30 $73,997 11,935
2024-03-31 $71,490 11,935
2023-12-31 $72,564 11,935
2023-09-30 $65,284 11,935
2023-06-30 $72,684 11,935
2023-03-31 $93,543 15,260
2022-12-31 $95,832 15,260
2022-09-30 $93,567 16,590
2022-06-30 $88,906 13,430
2022-03-31 $94,950 13,430
2021-12-31 $117,781 13,430
2021-09-30 $112,006 13,430
2021-06-30 $117,781 13,430
2021-03-31 $124,124 15,230
2020-12-31 $108,380 13,430
2020-09-30 $96,891 12,649
2020-06-30 $100,047 13,649
2020-03-31 $98,272 13,649