Advisory Services Network’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Advisory Services Network’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	-2,483	Closed	-$25.6K	–	3979
2026 Q1	$25.6K	Buy	+2,483	New	+$26.3K	﹤0.01%	3049
2023 Q2	–	Sell	-500	Closed	-$5.18K	–	3056
2023 Q1	$5.18K	Hold	500	–	–	﹤0.01%	3143
2022 Q4	$5.42K	Buy	+500	New	+$5.29K	﹤0.01%	3093
2019 Q1	–	Sell	-70	Closed	-$1K	–	2649
2018 Q4	$1K	Buy	+70	New	+$785	﹤0.01%	2443

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

Advisory Services Network's PMO Position: Q2 2026 in Review

Advisory Services Network sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2026, closing a stake of 2,483 shares — an estimated $25.6K sold.

Advisory Services Network first reported a position in PMO in Q4 2018 and held it in 4 quarters. The position peaked at $25.6K in Q1 2026. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Advisory Services Network reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,483 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $25.6K.
Advisory Services Network first reported a position in Franklin Municipal Opportunities Trust in Q4 2018 and held it in 4 quarters.
Advisory Services Network's Franklin Municipal Opportunities Trust position peaked at $25.6K in Q1 2026.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.