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
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

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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 $174M AUM 13.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ackerman Capital Advisors's PMO Position: Q1 2026 in Review

Ackerman Capital Advisors increased its Franklin Municipal Opportunities Trust (PMO) stake by 71% in Q1 2026, buying an estimated $169K and bringing the position to 38,427 shares worth $396K. The position accounts for 0.08% of the portfolio, ranked #83.

Ackerman Capital Advisors first reported a position in PMO in Q3 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold PMO as of Q1 2026.

  • Ackerman Capital Advisors held 38,427 shares of Franklin Municipal Opportunities Trust worth $396K as of Q1 2026.
  • Ackerman Capital Advisors bought 15,927 Franklin Municipal Opportunities Trust shares in Q1 2026, an estimated $169K.
  • Franklin Municipal Opportunities Trust made up 0.08% of Ackerman Capital Advisors's portfolio in Q1 2026, its #83 holding.
  • Ackerman Capital Advisors first reported a position in Franklin Municipal Opportunities Trust in Q3 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.