AWM
PMO

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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 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. 27 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.
  • 27 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.