Cambridge Investment Research Advisors
PMO

Cambridge Investment Research Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Cambridge Investment Research Advisors’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 		$309K Sell
29,279
-3,551
-11% -$37.1K ﹤0.01% 3419
2026
Q1 		$338K Buy
32,830
+364
+1% +$3.85K ﹤0.01% 3172
2025
Q4 		$347K Sell
32,466
-2,312
-7% -$24K ﹤0.01% 3050
2025
Q3 		$359K Sell
34,778
-4,789
-12% -$47.7K ﹤0.01% 2961
2025
Q2 		$391K Sell
39,567
-8,318
-17% -$81.9K ﹤0.01% 2769
2025
Q1 		$488K Buy
47,885
+1,090
+2% +$11.4K ﹤0.01% 2462
2024
Q4 		$474K Sell
46,795
-19,698
-30% -$207K ﹤0.01% 2471
2024
Q3 		$725K Sell
66,493
-926
-1% -$9.71K ﹤0.01% 2112
2024
Q2 		$692K Buy
67,419
+3,288
+5% +$32.8K ﹤0.01% 2038
2024
Q1 		$652K Sell
64,131
-1,717
-3% -$17.6K ﹤0.01% 2036
2023
Q4 		$674K Buy
65,848
+13,694
+26% +$131K ﹤0.01% 1948
2023
Q3 		$480K Sell
52,154
-945
-2% -$9.38K ﹤0.01% 2121
2023
Q2 		$542K Buy
53,099
+5,517
+12% +$56K ﹤0.01% 2070
2023
Q1 		$493K Buy
47,582
+3,884
+9% +$44.7K ﹤0.01% 2086
2022
Q4 		$474K Buy
43,698
+5,422
+14% +$57.4K ﹤0.01% 2058
2022
Q3 		$375K Sell
38,276
-1,962
-5% -$23K ﹤0.01% 2175
2022
Q2 		$474K Buy
40,238
+16,741
+71% +$185K ﹤0.01% 2006
2022
Q1 		$274K Sell
23,497
-903
-4% -$11.3K ﹤0.01% 2618
2021
Q4 		$351K Sell
24,400
-244
-1% -$3.4K ﹤0.01% 2388
2021
Q3 		$338K Sell
24,644
-179
-0.7% -$2.57K ﹤0.01% 2362
2021
Q2 		$351K Buy
24,823
+1,028
+4% +$14.3K ﹤0.01% 2357
2021
Q1 		$319K Buy
23,795
+1,921
+9% +$26.1K ﹤0.01% 2237
2020
Q4 		$299K Buy
21,874
+1,912
+10% +$25.3K ﹤0.01% 2140
2020
Q3 		$259K Buy
19,962
+565
+3% +$7.52K ﹤0.01% 2049
2020
Q2 		$248K Sell
19,397
-641
-3% -$7.89K ﹤0.01% 2036
2020
Q1 		$239K Sell
20,038
-1,142
-5% -$14.8K ﹤0.01% 1822
2019
Q4 		$279K Buy
+21,180
New +$278K ﹤0.01% 1958
2018
Q3 		– Sell
-25,502
Closed -$298K – 2290
2018
Q2 		$298K Buy
25,502
+811
+3% +$9.44K ﹤0.01% 1735
2018
Q1 		$288K Buy
24,691
+548
+2% +$6.54K ﹤0.01% 1704
2017
Q4 		$298K Sell
24,143
-3,604
-13% -$45.2K ﹤0.01% 1665
2017
Q3 		$350K Buy
27,747
+182
+0.7% +$2.3K ﹤0.01% 1468
2017
Q2 		$345K Sell
27,565
-2,972
-10% -$36.7K 0.01% 1428
2017
Q1 		$367K Buy
30,537
+3,379
+12% +$41K 0.01% 1247
2016
Q4 		$325K Buy
27,158
+5,211
+24% +$64K 0.01% 1228
2016
Q3 		$293K Buy
+21,947
New +$294K 0.01% 1311
2015
Q2 		– Sell
-15,222
Closed -$187K – 1481
2015
Q1 		$187K Sell
15,222
-2,585
-15% -$31.6K 0.01% 1268
2014
Q4 		$214K Buy
+17,807
New +$211K 0.01% 1180
2014
Q3 		– Sell
-10,520
Closed -$124K – 1487
2014
Q2 		$124K Buy
+10,520
New +$122K ﹤0.01% 1267

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

Cambridge Investment Research Advisors's PMO Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Franklin Municipal Opportunities Trust (PMO) stake by 11% in Q2 2026, selling an estimated $37.1K and leaving 29,279 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

Cambridge Investment Research Advisors first reported a position in PMO in Q2 2014 and has held it in 38 quarters since. The position peaked at $725K in Q3 2024. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Cambridge Investment Research Advisors held 29,279 shares of Franklin Municipal Opportunities Trust worth $309K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 3,551 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $37.1K.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3419 holding.
  • Cambridge Investment Research Advisors first reported a position in Franklin Municipal Opportunities Trust in Q2 2014 and has held it in 38 quarters since.
  • Cambridge Investment Research Advisors's Franklin Municipal Opportunities Trust position peaked at $725K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.