MWM
PMO

Melfa Wealth Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Melfa Wealth 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 		$4.87M Hold
472,403
– – 2.79% 4
2025
Q4 		$5.05M Sell
472,403
-8,041
-2% -$83.6K 2.91% 4
2025
Q3 		$4.96M Hold
480,444
– – 2.91% 3
2025
Q2 		$4.75M Sell
480,444
-350
-0.1% -$3.45K 3% 3
2025
Q1 		$4.9M Sell
480,794
-56
-0% -$583 3.31% 3
2024
Q4 		$4.87M Hold
480,850
– – 3.26% 3
2024
Q3 		$5.24M Sell
480,850
-1,029
-0.2% -$10.8K 3.46% 3
2024
Q2 		$4.94M Sell
481,879
-492
-0.1% -$4.91K 3.46% 3
2024
Q1 		$4.9M Sell
482,371
-2,596
-0.5% -$26.7K 3.54% 2
2023
Q4 		$4.96M Buy
484,967
+674
+0.1% +$6.43K 4.67% 2
2023
Q3 		$4.46M Sell
484,293
-1,921
-0.4% -$19.1K 4.84% 2
2023
Q2 		$4.96M Buy
486,214
+1,465
+0.3% +$14.9K 5.03% 2
2023
Q1 		$5.02M Buy
484,749
+5,114
+1% +$58.9K 5.02% 2
2022
Q4 		$5.2M Buy
+479,635
New +$5.08M 5.44% 2

Other funds holding PMO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return