Global Wealth Strategies & Associates’s Putnam Managed Municipal Income PMM Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-3,105	Closed	-$19.1K	–	365
2026 Q1	$19.1K	Hold	3,105	–	–	﹤0.01%	252
2025 Q4	$19.5K	Hold	3,105	–	–	﹤0.01%	240
2025 Q3	$18.8K	Buy	+3,105	New	+$18.4K	﹤0.01%	230

Other funds holding PMM

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return