CX Institutional’s Putnam Municipal Opportunities Trust PMO Stock Holding History

CX Institutional’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 Q2	$32K	Buy	3,074 +38	+1%	+$397	﹤0.01%	1058
2026 Q1	$31K	Buy	3,036 +33	+1%	+$349	﹤0.01%	1046
2025 Q4	$32K	Buy	3,003 +34	+1%	+$354	﹤0.01%	1040
2025 Q3	$31K	Hold	2,969	–	–	﹤0.01%	1025
2025 Q2	$29K	Buy	+2,969	New	+$29.2K	﹤0.01%	926

Other funds holding PMO

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

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return