ACP
PMO

Aviance Capital Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Aviance Capital Partners’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
-11,016
Closed -$113K – 399
2026
Q1 		$113K Buy
11,016
+461
+4% +$4.88K 0.01% 367
2025
Q4 		$113K Buy
10,555
+40
+0.4% +$416 0.01% 359
2025
Q3 		$109K Sell
10,515
-2,429
-19% -$24.2K 0.01% 359
2025
Q2 		$128K Buy
+12,944
New +$127K 0.02% 347

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aviance Capital Partners's PMO Position: Q2 2026 in Review

Aviance Capital Partners sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2026, closing a stake of 11,016 shares — an estimated $113K sold.

Aviance Capital Partners first reported a position in PMO in Q2 2025 and held it in 4 quarters. The position peaked at $128K in Q2 2025. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Aviance Capital Partners reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2026 after selling out during the quarter.
  • Aviance Capital Partners sold 11,016 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $113K.
  • Aviance Capital Partners first reported a position in Franklin Municipal Opportunities Trust in Q2 2025 and held it in 4 quarters.
  • Aviance Capital Partners's Franklin Municipal Opportunities Trust position peaked at $128K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.