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Equibles

Fortitude Advisory Group L.L.C.

Position in PMM — Franklin Managed Municipal Income Trust

CIK 1928999 GIG HARBOR, WA
Back to PMM Full portfolio

Position in PMM

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$140,145
+$27,693 QoQ
Shares Held
21,429
+17.2% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#44
of 87 holders
Holding Since
Dec 2021
17 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

Fortitude Advisory Group L.L.C. holds $14,207,130 across 43 Asset Management names. PMM ranks #40 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MHD
Blackrock Muniholdings Fund, Inc.
 105,020 $1,249,738
2 PHYS
Sprott Physical Gold Trust
 25,156 $758,956
3 MMT
Aberdeen Multi-Market Income Fund
 163,481 $719,316
4 NZF
Nuveen Municipal Credit Income Fund
 53,924 $683,756
5 MQY
Blackrock Muniyield Quality Fund, Inc.
 53,680 $622,688
6 MIN
Aberdeen Intermediate Income Fund
 219,928 $543,222
7 NBB
Nuveen Taxable Municipal Income Fund
 30,274 $477,723
8 NXP
Nuveen Select Tax Free Income Portfolio
 31,826 $455,430

All Filings in PMM

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $140,145 21,429
2026-03-31 $112,452 18,285
2025-12-31 $114,646 18,285
2025-09-30 $110,441 18,285
2025-06-30 $109,344 18,285
2025-03-31 $112,087 18,285
2024-12-31 $109,161 18,285
2024-09-30 $119,035 18,285
2024-06-30 $113,367 18,285
2024-03-31 $112,396 18,764
2023-12-31 $114,085 18,764
2023-09-30 $82,039 14,998
2023-06-30 $91,337 14,998
2023-03-31 $85,820 14,000
2022-12-31 $74,562 11,873
2022-03-31 $29,771 4,211
2021-12-31 $36,930 4,211