International Assets Investment Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History

International Assets Investment 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 Q1	$12.7K	Buy	1,234 +5	+0.4%	+$53	﹤0.01%	1625
2025 Q4	$13.2K	Buy	+1,229	New	+$12.8K	﹤0.01%	1584
2024 Q4	–	Sell	-12,944	Closed	-$1.19K	–	1598
2024 Q3	$1.19K	Buy	12,944 +11,768	+1,001%	+$123K	﹤0.01%	1065
2024 Q2	$12.1K	Buy	+1,176	New	+$11.7K	﹤0.01%	1616
2021 Q2	–	Sell	-11,522	Closed	-$156K	–	1519
2021 Q1	$156K	Buy	11,522 +5,889	+105%	+$79.9K	0.01%	573
2020 Q4	$77K	Buy	+5,633	New	+$74.7K	0.01%	684

Other funds holding PMO

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

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

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

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

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

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

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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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