Activest Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Activest Wealth Management’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	–	Sell	-4,150	Closed	-$42.7K	–	1464
2026 Q1	$42.7K	Buy	4,150 +375	+10%	+$3.97K	0.01%	366
2025 Q4	$40.4K	Sell	3,775 -375	-9%	-$3.9K	0.01%	360
2025 Q3	$42.9K	Hold	4,150	–	–	0.01%	282
2025 Q2	$41K	Hold	4,150	–	–	0.01%	233
2025 Q1	$42.3K	Hold	4,150	–	–	0.01%	205
2024 Q4	$42K	Hold	4,150	–	–	0.01%	182
2024 Q3	$45.2K	Buy	4,150 +375	+10%	+$3.93K	0.01%	181
2024 Q2	$38.7K	Buy	+3,775	New	+$37.7K	0.01%	192

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Activest Wealth Management's PMO Position: Q2 2026 in Review

Activest Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2026, closing a stake of 4,150 shares — an estimated $42.7K sold.

Activest Wealth Management first reported a position in PMO in Q2 2024 and held it in 8 quarters. The position peaked at $45.2K in Q3 2024. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Activest Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 4,150 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $42.7K.
Activest Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q2 2024 and held it in 8 quarters.
Activest Wealth Management's Franklin Municipal Opportunities Trust position peaked at $45.2K in Q3 2024.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.