BB
PMO

Burford Brothers’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Burford Brothers’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 		$210K Hold
19,900
– – 0.08% 173
2026
Q1 		$205K Hold
19,900
– – 0.08% 164
2025
Q4 		$213K Hold
19,900
– – 0.09% 156
2025
Q3 		$206K Hold
19,900
– – 0.09% 154
2025
Q2 		$197K Hold
19,900
– – 0.09% 150
2025
Q1 		$203K Hold
19,900
– – 0.1% 146
2024
Q4 		$202K Hold
19,900
– – 0.1% 145
2024
Q3 		$217K Hold
19,900
– – 0.11% 140
2024
Q2 		$204K Hold
19,900
– – 0.12% 140
2024
Q1 		$202K Hold
19,900
– – 0.13% 141
2023
Q4 		$204K Buy
+19,900
New +$190K 0.14% 141

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

Burford Brothers's PMO Position: Q2 2026 in Review

Burford Brothers held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 19,900 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #173.

Burford Brothers first reported a position in PMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $217K in Q3 2024. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Burford Brothers held 19,900 shares of Franklin Municipal Opportunities Trust worth $210K as of Q2 2026.
  • Burford Brothers left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Franklin Municipal Opportunities Trust made up 0.08% of Burford Brothers's portfolio in Q2 2026, its #173 holding.
  • Burford Brothers first reported a position in Franklin Municipal Opportunities Trust in Q4 2023 and has held it in 11 quarters since.
  • Burford Brothers's Franklin Municipal Opportunities Trust position peaked at $217K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.