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Archetype Wealth Partners

SEC CIK
0001769089
Latest filing
Aug 14, 2026

PMM holding history

Franklin Managed Municipal Income Trust in every 13F filed by Archetype Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PMM overviewAll 13F holders of PMMFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2023
Holdings of PMM by Archetype Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,780−100.0%Sold outHolders
Q1 20263,780$23.0K<0.1%+3,780NewHolders
Q2 20250$00.0%−10,049−100.0%Sold outHolders
Q1 202510,049$62.0K<0.1%−22,045−68.7%ReducedHolders
Q4 202432,094$192.0K<0.1%−4,906−13.3%ReducedHolders
Q3 202437,000$241.0K<0.1%00.0%UnchangedHolders
Q2 202437,000$229.0K<0.1%00.0%UnchangedHolders
Q1 202437,000$222.0K<0.1%00.0%UnchangedHolders
Q4 202337,000$225.0K<0.1%+18,000+94.7%AddedHolders
Q3 202319,000$104.0K<0.1%+19,000NewHolders