Hilltop National Bank’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Hilltop National Bank’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	$8.22K	Hold	780	–	–	﹤0.01%	688
2026 Q1	$8.03K	Hold	780	–	–	﹤0.01%	682
2025 Q4	$8.35K	Hold	780	–	–	﹤0.01%	668
2025 Q3	$8.06K	Hold	780	–	–	﹤0.01%	672
2025 Q2	$7.71K	Buy	+780	New	+$7.68K	﹤0.01%	664
2024 Q4	$7.9K	Hold	780	–	–	﹤0.01%	652
2024 Q3	$8.5K	Hold	780	–	–	﹤0.01%	671
2024 Q2	$8K	Hold	780	–	–	﹤0.01%	672
2024 Q1	$7.92K	Buy	+780	New	+$8.02K	﹤0.01%	653

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

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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