CA
PMM

CoreCap Advisors’s Putnam Managed Municipal Income PMM Stock Holding History

CoreCap Advisors’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$654 Hold
100
– – ﹤0.01% 2792
2026
Q1 		$615 Hold
100
– – ﹤0.01% 2619
2025
Q4 		$627 Hold
100
– – ﹤0.01% 2669
2025
Q3 		$604 Hold
100
– – ﹤0.01% 2546
2025
Q2 		$598 Hold
100
– – ﹤0.01% 2484
2025
Q1 		$613 Hold
100
– – ﹤0.01% 2634
2024
Q4 		$597 Hold
100
– – ﹤0.01% 2462
2024
Q3 		$651 Buy
+100
New +$634 ﹤0.01% 2329
2024
Q2 		– Sell
-100
Closed -$599 – 2344
2024
Q1 		$599 Buy
+100
New +$614 ﹤0.01% 2307
2022
Q4 		$628 Buy
+100
New +$607 ﹤0.01% 2130
2022
Q3 		– Sell
-100
Closed -$1K – 1659
2022
Q2 		$1K Buy
+100
New +$661 ﹤0.01% 2036
2022
Q1 		– Sell
-3,535
Closed -$31K – 1662
2021
Q4 		$31K Buy
+3,535
New +$30.1K ﹤0.01% 1165

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return