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Putnam Municipal Opportunities Trust shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Putnam Municipal Opportunities Trust (PMO) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Putnam Municipal Opportunities Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Municipal Opportunities Trust held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Putnam Municipal Opportunities Trust by MAI Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$74k	7.2k	10.33
2025-06-30	$71k	7.2k	9.89
2025-03-31	$73k	7.2k	10.19
2024-12-31	$73k	7.2k	10.13

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Top funds holding Putnam Municipal Opportunities Trust

Guggenheim Capital, LLC Managers

Pathstone Holdings

Melfa Wealth Management

Hennion & Walsh Asset Management

Advisors Asset Management

1607 Capital Partners

Commonwealth Equity Services

Fiera Capital Corporation

Wells Fargo & Company

Karpus Investment Management

Rivernorth Capital Management

Ameriprise Financial

Van Eck Associates Corp.

Deschutes Portfolio Strategy

View all funds holding Putnam Municipal Opportunities Trust

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