American Portfolios Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

American Portfolios 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
2022 Q3	$36.3K	Hold	3,700	–	–	﹤0.01%	1891
2022 Q2	$43.6K	Sell	3,700 -2,042	-36%	-$22.6K	﹤0.01%	1837
2022 Q1	$66.9K	Hold	5,742	–	–	﹤0.01%	1738
2021 Q4	$82.7K	Buy	5,742 +3,700	+181%	+$51.6K	﹤0.01%	1608
2021 Q3	$28K	Sell	2,042 -10,862	-84%	-$156K	﹤0.01%	2108
2021 Q2	$182K	Hold	12,904	–	–	0.01%	1147
2021 Q1	$173K	Buy	12,904 +6,502	+102%	+$88.2K	0.01%	1088
2020 Q4	$87.6K	Hold	6,402	–	–	﹤0.01%	1212
2020 Q3	$83K	Hold	6,402	–	–	﹤0.01%	1134
2020 Q2	$81.8K	Buy	6,402 +3,351	+110%	+$41.2K	0.01%	1076
2020 Q1	$36.4K	Buy	+3,051	New	+$39.4K	﹤0.01%	1300

Other funds holding PMO

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors's PMO Position: Q3 2022 in Review

American Portfolios Advisors held its Franklin Municipal Opportunities Trust (PMO) position steady in Q3 2022 at 3,700 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

American Portfolios Advisors first reported a position in PMO in Q1 2020 and has held it in 11 quarters since. The position peaked at $182K in Q2 2021. 73 funds tracked by Wall St. Rank hold PMO as of Q3 2022.

American Portfolios Advisors held 3,700 shares of Franklin Municipal Opportunities Trust worth $36.3K as of Q3 2022.
American Portfolios Advisors left its Franklin Municipal Opportunities Trust share count unchanged in Q3 2022.
Franklin Municipal Opportunities Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1891 holding.
American Portfolios Advisors first reported a position in Franklin Municipal Opportunities Trust in Q1 2020 and has held it in 11 quarters since.
American Portfolios Advisors's Franklin Municipal Opportunities Trust position peaked at $182K in Q2 2021.
73 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.