Blue Bell Private Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Blue Bell Private 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
2026 Q2	$22.4K	Hold	2,123	–	–	﹤0.01%	516
2026 Q1	$21.9K	Hold	2,123	–	–	﹤0.01%	503
2025 Q4	$22.7K	Sell	2,123 -800	-27%	-$8.32K	﹤0.01%	476
2025 Q3	$30.2K	Hold	2,923	–	–	﹤0.01%	442
2025 Q2	$28.9K	Hold	2,923	–	–	﹤0.01%	440
2025 Q1	$29.8K	Sell	2,923 -1,100	-27%	-$11.5K	0.01%	426
2024 Q4	$40.8K	Sell	4,023 -3,000	-43%	-$31.6K	0.01%	382
2024 Q3	$76.6K	Buy	7,023 +1,023	+17%	+$10.7K	0.01%	309
2024 Q2	$61.6K	Buy	+6,000	New	+$59.9K	0.01%	331

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blue Bell Private Wealth Management's PMO Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 2,123 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Blue Bell Private Wealth Management first reported a position in PMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $76.6K in Q3 2024. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Blue Bell Private Wealth Management held 2,123 shares of Franklin Municipal Opportunities Trust worth $22.4K as of Q2 2026.
Blue Bell Private Wealth Management left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #516 holding.
Blue Bell Private Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q2 2024 and has held it in 9 quarters since.
Blue Bell Private Wealth Management's Franklin Municipal Opportunities Trust position peaked at $76.6K in Q3 2024.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.