FAG
PMM

Fortitude Advisory Group’s Putnam Managed Municipal Income PMM Stock Holding History

Fortitude Advisory Group’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
Q1 		$112K Hold
18,285
– – 0.05% 218
2025
Q4 		$115K Hold
18,285
– – 0.05% 210
2025
Q3 		$110K Hold
18,285
– – 0.06% 210
2025
Q2 		$109K Hold
18,285
– – 0.06% 210
2025
Q1 		$107K Hold
18,285
– – 0.08% 193
2024
Q4 		$109K Hold
18,285
– – 0.07% 194
2024
Q3 		$119K Hold
18,285
– – 0.08% 200
2024
Q2 		$113K Sell
18,285
-479
-3% -$2.88K 0.07% 191
2024
Q1 		$112K Hold
18,764
– – 0.06% 208
2023
Q4 		$114K Buy
18,764
+3,766
+25% +$21.1K 0.07% 212
2023
Q3 		$82K Hold
14,998
– – 0.06% 200
2023
Q2 		$91.3K Buy
14,998
+998
+7% +$5.95K 0.07% 206
2023
Q1 		$85.8K Buy
14,000
+2,127
+18% +$14.4K 0.07% 216
2022
Q4 		$74.6K Buy
+11,873
New +$72K 0.06% 211
2022
Q2 		– Sell
-4,211
Closed -$30K – 988
2022
Q1 		$30K Hold
4,211
– – 0.02% 691
2021
Q4 		$37K Buy
+4,211
New +$35.9K 0.02% 642

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return