Anchor Investment Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Anchor Investment 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 Q1	$10.3K	Hold	1,000	–	–	﹤0.01%	819
2025 Q4	$10.7K	Hold	1,000	–	–	﹤0.01%	803
2025 Q3	$10.3K	Hold	1,000	–	–	﹤0.01%	808
2025 Q2	$9.89K	Hold	1,000	–	–	﹤0.01%	799
2025 Q1	$10.2K	Hold	1,000	–	–	﹤0.01%	789
2024 Q4	$10.1K	Hold	1,000	–	–	﹤0.01%	790
2024 Q3	$10.9K	Hold	1,000	–	–	﹤0.01%	767
2024 Q2	$10.3K	Hold	1,000	–	–	﹤0.01%	748
2024 Q1	$10.2K	Hold	1,000	–	–	﹤0.01%	772
2023 Q4	$10.2K	Hold	1,000	–	–	﹤0.01%	747
2023 Q3	$9.2K	Hold	1,000	–	–	﹤0.01%	757
2023 Q2	$10.2K	Hold	1,000	–	–	﹤0.01%	735
2023 Q1	$10.4K	Hold	1,000	–	–	﹤0.01%	743
2022 Q4	$10.8K	Hold	1,000	–	–	﹤0.01%	708
2022 Q3	$9.8K	Hold	1,000	–	–	﹤0.01%	720
2022 Q2	$11.8K	Hold	1,000	–	–	﹤0.01%	711
2022 Q1	$11.7K	Hold	1,000	–	–	﹤0.01%	740
2021 Q4	$14.4K	Hold	1,000	–	–	﹤0.01%	736
2021 Q3	$13.7K	Hold	1,000	–	–	﹤0.01%	675
2021 Q2	$14.1K	Hold	1,000	–	–	﹤0.01%	690
2021 Q1	$13.4K	Hold	1,000	–	–	﹤0.01%	668
2020 Q4	$13.7K	Hold	1,000	–	–	﹤0.01%	637
2020 Q3	$13K	Hold	1,000	–	–	﹤0.01%	616
2020 Q2	$12.8K	Hold	1,000	–	–	﹤0.01%	606
2020 Q1	$11.9K	Buy	+1,000	New	+$12.9K	﹤0.01%	608

Other funds holding PMO

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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 $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anchor Investment Management's PMO Position: Q1 2026 in Review

Anchor Investment Management held its Franklin Municipal Opportunities Trust (PMO) position steady in Q1 2026 at 1,000 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Anchor Investment Management first reported a position in PMO in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.4K in Q4 2021. 87 funds tracked by Wall St. Rank hold PMO as of Q1 2026.

Anchor Investment Management held 1,000 shares of Franklin Municipal Opportunities Trust worth $10.3K as of Q1 2026.
Anchor Investment Management left its Franklin Municipal Opportunities Trust share count unchanged in Q1 2026.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #819 holding.
Anchor Investment Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2020 and has held it in 25 quarters since.
Anchor Investment Management's Franklin Municipal Opportunities Trust position peaked at $14.4K in Q4 2021.
87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.