Avior Wealth Management
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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% -$2.32K ﹤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
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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. 89 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.
  • 89 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.