ACA
PMO

Ackerman Capital Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Ackerman Capital Advisors’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
Q2 		$224K Sell
21,216
-17,211
-45% -$180K 0.05% 113
2026
Q1 		$396K Buy
38,427
+15,927
+71% +$169K 0.08% 83
2025
Q4 		$241K Buy
22,500
+2,475
+12% +$25.7K 0.05% 105
2025
Q3 		$207K Buy
+20,025
New +$200K 0.04% 106

Other funds holding PMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ackerman Capital Advisors's PMO Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its Franklin Municipal Opportunities Trust (PMO) stake by 45% in Q2 2026, selling an estimated $180K and leaving 21,216 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #113.

Ackerman Capital Advisors first reported a position in PMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $396K in Q1 2026. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Ackerman Capital Advisors held 21,216 shares of Franklin Municipal Opportunities Trust worth $224K as of Q2 2026.
  • Ackerman Capital Advisors sold 17,211 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $180K.
  • Franklin Municipal Opportunities Trust made up 0.05% of Ackerman Capital Advisors's portfolio in Q2 2026, its #113 holding.
  • Ackerman Capital Advisors first reported a position in Franklin Municipal Opportunities Trust in Q3 2025 and has held it in 4 quarters since.
  • Ackerman Capital Advisors's Franklin Municipal Opportunities Trust position peaked at $396K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.