CAL
PMO

Capital Analysts LLC’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Capital Analysts LLC’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 		$5K Buy
+447
New +$4.67K ﹤0.01% 1402
2023
Q2 		– Sell
-14,325
Closed -$148K – 1025
2023
Q1 		$148K Hold
14,325
– – 0.01% 413
2022
Q4 		$155K Buy
+14,325
New +$152K 0.01% 429

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

Capital Analysts LLC's PMO Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Franklin Municipal Opportunities Trust (PMO) in Q2 2026: 447 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1402 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in PMO as recently as Q1 2023.

Capital Analysts LLC first reported a position in PMO in Q4 2022 and has held it in 3 quarters since. The position peaked at $155K in Q4 2022. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Capital Analysts LLC held 447 shares of Franklin Municipal Opportunities Trust worth $5K as of Q2 2026.
  • Franklin Municipal Opportunities Trust was a new Capital Analysts LLC position in Q2 2026.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1402 holding.
  • Capital Analysts LLC first reported a position in Franklin Municipal Opportunities Trust in Q4 2022 and has held it in 3 quarters since.
  • Capital Analysts LLC's Franklin Municipal Opportunities Trust position peaked at $155K in Q4 2022.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.