Allworth Financial’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Allworth Financial’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	$126K	Hold	12,000	–	–	﹤0.01%	1804
2026 Q1	$124K	Hold	12,000	–	–	﹤0.01%	1705
2025 Q4	$128K	Sell	12,000 -139	-1%	-$1.45K	﹤0.01%	1592
2025 Q3	$125K	Buy	12,139 +139	+1%	+$1.39K	﹤0.01%	1552
2025 Q2	$119K	Buy	+12,000	New	+$118K	﹤0.01%	1453
2015 Q1	–	Hold	0	–	–	–	576

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

Allworth Financial's PMO Position: Q2 2026 in Review

Allworth Financial held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 12,000 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Allworth Financial first reported a position in PMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $128K in Q4 2025. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Allworth Financial held 12,000 shares of Franklin Municipal Opportunities Trust worth $126K as of Q2 2026.
Allworth Financial left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1804 holding.
Allworth Financial first reported a position in Franklin Municipal Opportunities Trust in Q2 2025 and has held it in 5 quarters since.
Allworth Financial's Franklin Municipal Opportunities Trust position peaked at $128K in Q4 2025.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.