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Equibles

Smallwood Wealth Investment Management, LLC

Position in PMM — Franklin Managed Municipal Income Trust

CIK 1921304 RED BANK, NJ
Back to PMM Full portfolio

Position in PMM

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$58,860
+$3,510 QoQ
Shares Held
9,000
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#68
of 87 holders
Holding Since
Mar 2022
14 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

Smallwood Wealth Investment Management, LLC holds $1,219,605 across 21 Asset Management names. PMM ranks #7 (4.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FSCO
FS Credit Opportunities Corp.
 65,720 $327,942
2 FSK
FS KKR Capital Corp
 13,043 $136,951
3 BX
Blackstone Inc.
 1,106 $130,143
4 BLK
BlackRock, Inc.
 111 $106,733
5 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 4,611 $85,949
6 NMZ
Nuveen Municipal High Income Opportunity Fund
 6,486 $68,557
7 PMM
Franklin Managed Municipal Income Trust
This page 		9,000 $58,860
8 TROW
Price T Rowe Group Inc
 426 $48,431

All Filings in PMM

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $58,860 9,000
2026-03-31 $55,350 9,000
2025-12-31 $56,430 9,000
2025-09-30 $54,360 9,000
2025-06-30 $53,820 9,000
2025-03-31 $55,170 9,000
2023-12-31 $71,780 11,806
2023-09-30 $64,578 11,806
2023-06-30 $71,898 11,806
2023-03-31 $72,370 11,806
2022-12-31 $74,141 11,806
2022-09-30 $66,585 11,806
2022-06-30 $78,155 11,806
2022-03-31 $83,468 11,806