JWCA
PMM

J.W. Cole Advisors’s Putnam Managed Municipal Income PMM Stock Holding History

J.W. Cole Advisors’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
2025
Q4 		– Sell
-12,022
Closed -$72.6K – 1565
2025
Q3 		$72.6K Sell
12,022
-259
-2% -$1.54K ﹤0.01% 1506
2025
Q2 		$73.4K Buy
12,281
+43
+0.4% +$254 ﹤0.01% 1418
2025
Q1 		$75K Buy
+12,238
New +$75.8K ﹤0.01% 1215

Other funds holding PMM

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HWAM
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GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return