AWAG
PMO

ARS Wealth Advisors Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

ARS Wealth Advisors Group’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
2024
Q2 		– Sell
-15,094
Closed -$153K – 172
2024
Q1 		$153K Hold
15,094
– – 0.02% 165
2023
Q4 		$154K Sell
15,094
-55,742
-79% -$532K 0.02% 151
2023
Q3 		$652K Buy
+70,836
New +$703K 0.11% 78

Other funds holding PMO

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

ARS Wealth Advisors Group's PMO Position: Q2 2024 in Review

ARS Wealth Advisors Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2024, closing a stake of 15,094 shares — an estimated $153K sold.

ARS Wealth Advisors Group first reported a position in PMO in Q3 2023 and held it in 3 quarters. The position peaked at $652K in Q3 2023. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2024.

  • ARS Wealth Advisors Group reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2024 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 15,094 Franklin Municipal Opportunities Trust shares in Q2 2024, an estimated $153K.
  • ARS Wealth Advisors Group first reported a position in Franklin Municipal Opportunities Trust in Q3 2023 and held it in 3 quarters.
  • ARS Wealth Advisors Group's Franklin Municipal Opportunities Trust position peaked at $652K in Q3 2023.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2024.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2024, filed 19 Jul 2024.