HWAM
PMO

Hennion & Walsh Asset Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Hennion & Walsh Asset Management’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 		$5.8M Sell
550,516
-11,425
-2% -$119K 0.17% 156
2026
Q1 		$5.79M Buy
561,941
+43,250
+8% +$458K 0.19% 125
2025
Q4 		$5.55M Buy
518,691
+70,735
+16% +$736K 0.19% 122
2025
Q3 		$4.63M Sell
447,956
-2,410
-0.5% -$24K 0.17% 152
2025
Q2 		$4.45M Sell
450,366
-6,927
-2% -$68.2K 0.18% 132
2025
Q1 		$4.66M Buy
457,293
+112,761
+33% +$1.17M 0.21% 109
2024
Q4 		$3.49M Buy
344,532
+329,179
+2,144% +$3.46M 0.16% 166
2024
Q3 		$167K Buy
+15,353
New +$161K 0.01% 846

Other funds holding PMO

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return