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 Q3	$366K	Buy	40,047 +18,831	+89%	+$192K	0.07%	90
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Ackerman Capital Advisors's PMO Position: Q3 2026 in Review

Ackerman Capital Advisors increased its Franklin Municipal Opportunities Trust (PMO) stake by 89% in Q3 2026, buying an estimated $192K and bringing the position to 40,047 shares worth $366K. The position accounts for 0.07% of the portfolio, ranked #90.

Ackerman Capital Advisors first reported a position in PMO in Q3 2025 and has held it in 5 quarters since. The position peaked at $396K in Q1 2026. 24 funds tracked by Wall St. Rank hold PMO as of Q3 2026.

Ackerman Capital Advisors held 40,047 shares of Franklin Municipal Opportunities Trust worth $366K as of Q3 2026.
Ackerman Capital Advisors bought 18,831 Franklin Municipal Opportunities Trust shares in Q3 2026, an estimated $192K.
Franklin Municipal Opportunities Trust made up 0.07% of Ackerman Capital Advisors's portfolio in Q3 2026, its #90 holding.
Ackerman Capital Advisors first reported a position in Franklin Municipal Opportunities Trust in Q3 2025 and has held it in 5 quarters since.
Ackerman Capital Advisors's Franklin Municipal Opportunities Trust position peaked at $396K in Q1 2026.
24 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2026.

Based on Ackerman Capital Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.