Avior Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Avior Wealth 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
2025 Q2	–	Sell	-16,035	Closed	-$163K	–	758
2025 Q1	$163K	Buy	16,035 +677	+4%	+$7.05K	0.01%	677
2024 Q4	$156K	Buy	15,358 +3,426	+29%	+$36K	0.01%	780
2024 Q3	$130K	Buy	11,932 +2,238	+23%	+$23.5K	0.01%	812
2024 Q2	$99.5K	Sell	9,694 -233	-2%	-$2.33K	﹤0.01%	861
2024 Q1	$101K	Hold	9,927	–	–	﹤0.01%	958
2023 Q4	$102K	Hold	9,927	–	–	0.01%	611
2023 Q3	$91.3K	Sell	9,927 -3,388	-25%	-$33.6K	0.01%	642
2023 Q2	$136K	Sell	13,315 -20	-0.1%	-$203	0.01%	586
2023 Q1	$138K	Sell	13,335 -5,869	-31%	-$67.6K	0.01%	586
2022 Q4	$208K	Sell	19,204 -22,168	-54%	-$235K	0.02%	465
2022 Q3	$405K	Buy	+41,372	New	+$486K	0.03%	317

Other funds holding PMO

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

1CP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RCM

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

Avior Wealth Management's PMO Position: Q2 2025 in Review

Avior Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2025, closing a stake of 16,035 shares — an estimated $163K sold.

Avior Wealth Management first reported a position in PMO in Q3 2022 and held it in 11 quarters. The position peaked at $405K in Q3 2022. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2025.

Avior Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2025 after selling out during the quarter.
Avior Wealth Management sold 16,035 Franklin Municipal Opportunities Trust shares in Q2 2025, an estimated $163K.
Avior Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2022 and held it in 11 quarters.
Avior Wealth Management's Franklin Municipal Opportunities Trust position peaked at $405K in Q3 2022.
87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.