AE Wealth Management LLC
Position in PMM — Putnam Managed Municipal Income Trust
CIK 1697723
TOPEKA, KS
Position in PMM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$72,170
-$1,408 QoQ
Shares Held
11,735
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026AE Wealth Management LLC holds $127,090,964 across 49 Asset Management names. PMM ranks #45 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
369,052 | $33,266,317 | |
| 2 | PFG |
Principal Financial Group Inc
|
227,548 | $20,504,319 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
577,520 | $14,085,712 | |
| 4 | STT |
State Street Corp
|
58,756 | $7,436,148 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
338,360 | $5,789,339 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
118,243 | $5,642,555 | |
| 7 | ARCC |
Ares Capital Corp
|
278,472 | $5,018,064 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
88,641 | $3,141,436 |
All Filings in PMM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,170 | 11,735 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $73,578 | 11,735 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $70,879 | 11,735 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $70,175 | 11,735 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $71,935 | 11,735 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $70,057 | 11,735 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $76,394 | 11,735 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $73,997 | 11,935 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $71,490 | 11,935 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $72,564 | 11,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $65,284 | 11,935 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $72,684 | 11,935 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $93,543 | 15,260 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $95,832 | 15,260 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $93,567 | 16,590 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $88,906 | 13,430 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $94,950 | 13,430 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $117,781 | 13,430 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $112,006 | 13,430 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $117,781 | 13,430 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $124,124 | 15,230 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $108,380 | 13,430 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $96,891 | 12,649 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $100,047 | 13,649 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $98,272 | 13,649 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||