Global Retirement Partners’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Global Retirement Partners’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
2025 Q4	$46.5K	Hold	4,348	–	–	﹤0.01%	2397
2025 Q3	$44.9K	Hold	4,348	–	–	﹤0.01%	1958
2025 Q2	$43K	Buy	+4,348	New	+$42.8K	﹤0.01%	1851
2024 Q4	$44K	Hold	4,348	–	–	﹤0.01%	1680
2024 Q3	$47.4K	Hold	4,348	–	–	﹤0.01%	1581
2024 Q2	$44.6K	Buy	4,348 +4,000	+1,149%	+$39.9K	﹤0.01%	1599
2024 Q1	$3.54K	Hold	348	–	–	﹤0.01%	2539
2023 Q4	$3.55K	Hold	348	–	–	﹤0.01%	2462
2023 Q3	$3.14K	Buy	+348	New	+$3.46K	﹤0.01%	2356

Other funds holding PMO

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

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

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

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

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

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

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

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

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