PMO — PUTNAM MUN OPPORTUNITIES TR

Ownership history in Sunpointe, LLC · 6 quarters on record

This page tracks every 13F SEC filing in which Sunpointe, LLC reported a position in PUTNAM MUN OPPORTUNITIES TR (PMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.19% (2024 Q3)

Avg. % of fund

0.1%

First filed

2024 Q2

Last filed

2025 Q3

Quarters held

6

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	REDUCED	15,360	-10	-0.1%	0.06%	$159K	$10.14
2025 Q2	UNCHANGED	15,370	—	0%	0.06%	$152K	$9.60
2025 Q1	ADDED	15,370	+4,170	+37.2%	0.08%	$157K	$9.77
2024 Q4	REDUCED	11,200	-9,724	-46.5%	0.06%	$114K	$9.62

% of Fund (quarterly) PMO price (monthly, adj. close)

Other funds also holding PMO

As of 2025 Q4 — sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 2.91% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 2.16% Worthington Financial Partners, LLC 1.44% Nova R Wealth, Inc. 3Y 0.36% 1607 Capital Partners, LLC 3Y 7Y 0.23% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.22% Hennion & Walsh Asset Management, Inc. 3Y 0.19% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.16% Catalina Capital Group, LLC 0.13% Advisors Asset Management, Inc. 3Y 7Y 0.11%

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