Advisory Services Network’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Advisory Services Network’s Portfolio PMO Stock Details PMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.6K	Buy	+2,483	New	+$26.3K	﹤0.01%	3049
2024 Q1	–	Hold	0	–	–	–	3083
2023 Q4	–	Hold	0	–	–	–	3882
2023 Q2	–	Sell	-500	Closed	-$5.18K	–	3064
2023 Q1	$5.18K	Hold	500	–	–	﹤0.01%	3143
2022 Q4	$5.42K	Buy	+500	New	+$5.29K	﹤0.01%	3093
2019 Q1	–	Sell	-70	Closed	-$1K	–	2653
2018 Q4	$1K	Buy	+70	New	+$785	﹤0.01%	2443

Other funds holding PMO

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return