WealthBridge Capital Management, LLC
Position in PMM — Putnam Managed Municipal Income Trust
CIK 1767313
WESTERVILLE, OH
Position in PMM
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$224,475
+$11,295 QoQ
Shares Held
36,500
+7.4% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WealthBridge Capital Management, LLC holds $11,625,161 across 19 Asset Management names. PMM ranks #14 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
195,915 | $4,447,270 | |
| 2 | VBF |
Invesco Bond Fund
|
131,052 | $1,965,780 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
27,269 | $528,745 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
10,358 | $494,283 | |
| 5 | IVZ |
Invesco Ltd.
|
16,301 | $395,951 | |
| 6 | BLK |
BlackRock, Inc.
|
407 | $391,415 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
10,169 | $360,389 | |
| 8 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
16,950 | $334,932 |
All Filings in PMM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,475 | 36,500 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $213,180 | 34,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $187,542 | 31,050 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $185,679 | 31,050 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $220,986 | 36,050 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $215,218 | 36,050 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $340,147 | 52,250 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $293,260 | 47,300 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $250,088 | 41,751 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||