Baird Financial Group
PMO

Baird Financial Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Baird Financial 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
2025
Q2 		– Sell
-45,532
Closed -$464K – 1840
2025
Q1 		$464K Buy
45,532
+1
+0% +$10 ﹤0.01% 1418
2024
Q4 		$461K Sell
45,531
-248
-0.5% -$2.61K ﹤0.01% 1407
2024
Q3 		$499K Sell
45,779
-330
-0.7% -$3.46K ﹤0.01% 1381
2024
Q2 		$473K Sell
46,109
-22,178
-32% -$221K ﹤0.01% 1409
2024
Q1 		$694K Sell
68,287
-3,600
-5% -$37K ﹤0.01% 1270
2023
Q4 		$735K Buy
71,887
+3,600
+5% +$34.4K ﹤0.01% 1232
2023
Q3 		$628K Sell
68,287
-1,350
-2% -$13.4K ﹤0.01% 1257
2023
Q2 		$711K Buy
69,637
+23,385
+51% +$237K ﹤0.01% 1219
2023
Q1 		$479K Sell
46,252
-141
-0.3% -$1.62K ﹤0.01% 1333
2022
Q4 		$503K Sell
46,393
-242
-0.5% -$2.56K ﹤0.01% 1294
2022
Q3 		$457K Buy
+46,635
New +$547K ﹤0.01% 1314
2022
Q2 		– Sell
-77,770
Closed -$906K – 1843
2022
Q1 		$906K Hold
77,770
– – ﹤0.01% 1189
2021
Q4 		$1.12M Buy
77,770
+3,400
+5% +$47.4K ﹤0.01% 1158
2021
Q3 		$1.02M Hold
74,370
– – ﹤0.01% 1194
2021
Q2 		$1.05M Sell
74,370
-1,380
-2% -$19.2K ﹤0.01% 1160
2021
Q1 		$1.01M Buy
75,750
+852
+1% +$11.6K ﹤0.01% 1125
2020
Q4 		$1.02M Hold
74,898
– – ﹤0.01% 990
2020
Q3 		$971K Sell
74,898
-2,756
-4% -$36.7K ﹤0.01% 948
2020
Q2 		$992K Buy
77,654
+2,756
+4% +$33.9K ﹤0.01% 935
2020
Q1 		$894K Sell
74,898
-4,522
-6% -$58.5K ﹤0.01% 918
2019
Q4 		$1.04M Buy
79,420
+12,314
+18% +$162K ﹤0.01% 957
2019
Q3 		$877K Hold
67,106
– – ﹤0.01% 1008
2019
Q2 		$850K Buy
+67,106
New +$833K ﹤0.01% 1047

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
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)
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

Baird Financial Group's PMO Position: Q2 2025 in Review

Baird Financial Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2025, closing a stake of 45,532 shares — an estimated $464K sold.

Baird Financial Group first reported a position in PMO in Q2 2019 and held it in 23 quarters. The position peaked at $1.12M in Q4 2021. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2025.

  • Baird Financial Group reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Baird Financial Group sold 45,532 Franklin Municipal Opportunities Trust shares in Q2 2025, an estimated $464K.
  • Baird Financial Group first reported a position in Franklin Municipal Opportunities Trust in Q2 2019 and held it in 23 quarters.
  • Baird Financial Group's Franklin Municipal Opportunities Trust position peaked at $1.12M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2025.

Based on Baird Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.