Sheaff Brock Investment Advisors’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$122K	Hold	12,000	–	–	0.01%	430
2024 Q4	$122K	Hold	12,000	–	–	0.01%	424
2024 Q3	$131K	Hold	12,000	–	–	0.01%	424
2024 Q2	$123K	Hold	12,000	–	–	0.01%	420
2024 Q1	$122K	Hold	12,000	–	–	0.01%	461
2023 Q4	$123K	Hold	12,000	–	–	0.01%	438
2023 Q3	$110K	Hold	12,000	–	–	0.01%	424
2023 Q2	$123K	Hold	12,000	–	–	0.01%	442
2023 Q1	$124K	Hold	12,000	–	–	0.01%	456
2022 Q4	$130K	Hold	12,000	–	–	0.01%	443
2022 Q3	$118K	Hold	12,000	–	–	0.01%	450
2022 Q2	$141K	Hold	12,000	–	–	0.01%	452
2022 Q1	$140K	Hold	12,000	–	–	0.01%	492
2021 Q4	$173K	Hold	12,000	–	–	0.01%	495
2021 Q3	$164K	Hold	12,000	–	–	0.01%	504
2021 Q2	$170K	Hold	12,000	–	–	0.01%	481
2021 Q1	$161K	Hold	12,000	–	–	0.01%	450
2020 Q4	$164K	Hold	12,000	–	–	0.01%	439
2020 Q3	$156K	Hold	12,000	–	–	0.01%	406
2020 Q2	$153K	Hold	12,000	–	–	0.02%	397
2020 Q1	$143K	Sell	12,000 -2,300	-16%	-$27.4K	0.02%	346
2019 Q4	$188K	Hold	14,300	–	–	0.02%	415
2019 Q3	$187K	Hold	14,300	–	–	0.02%	402
2019 Q2	$181K	Hold	14,300	–	–	0.02%	422
2019 Q1	$175K	Hold	14,300	–	–	0.02%	445
2018 Q4	$161K	Hold	14,300	–	–	0.03%	410
2018 Q3	$163K	Hold	14,300	–	–	0.02%	459
2018 Q2	$167K	Hold	14,300	–	–	0.02%	470
2018 Q1	$167K	Hold	14,300	–	–	0.02%	463
2017 Q4	$177K	Hold	14,300	–	–	0.02%	474
2017 Q3	$181K	Hold	14,300	–	–	0.02%	500
2017 Q2	$179K	Buy	+14,300	New	+$179K	0.02%	527