Carson Wealth (CWM LLC)
PMO

Carson Wealth (CWM LLC)’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Carson Wealth (CWM 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
2023
Q4 		– Sell
-1,530
Closed -$14K – 4432
2023
Q3 		$14K Sell
1,530
-592
-28% -$5.88K ﹤0.01% 2939
2023
Q2 		$22K Buy
2,122
+7
+0.3% +$71 ﹤0.01% 2585
2023
Q1 		$22K Buy
2,115
+8
+0.4% +$92 ﹤0.01% 2440
2022
Q4 		$23K Buy
2,107
+240
+13% +$2.54K ﹤0.01% 2272
2022
Q3 		$18K Buy
1,867
+185
+11% +$2.17K ﹤0.01% 2300
2022
Q2 		$20K Hold
1,682
– – ﹤0.01% 2119
2022
Q1 		$20K Hold
1,682
– – ﹤0.01% 2088
2021
Q4 		$24K Buy
+1,682
New +$23.5K ﹤0.01% 1893
2021
Q2 		$31K Hold
2,182
– – ﹤0.01% 1604
2021
Q1 		$31K Hold
2,182
– – ﹤0.01% 1604
2020
Q4 		$31K Hold
2,182
– – ﹤0.01% 1604
2020
Q3 		$31K Hold
2,182
– – ﹤0.01% 1604
2020
Q2 		$31K Hold
2,182
– – ﹤0.01% 1604
2020
Q1 		$31K Hold
2,182
– – ﹤0.01% 1604
2019
Q4 		$31K Hold
2,182
– – ﹤0.01% 1604
2019
Q3 		$31K Hold
2,182
– – ﹤0.01% 1604
2019
Q2 		$31K Hold
2,182
– – ﹤0.01% 1604
2019
Q1 		$31K Sell
2,182
-3,257
-60% -$38.9K ﹤0.01% 1603
2018
Q4 		$61K Buy
5,439
+3,909
+255% +$43.8K ﹤0.01% 836
2018
Q3 		$17K Buy
+1,530
New +$17.8K ﹤0.01% 997

Other funds holding PMO

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PMO Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2023, closing a stake of 1,530 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in PMO in Q3 2018 and held it in 20 quarters. The position peaked at $61K in Q4 2018. 83 funds tracked by Wall St. Rank hold PMO as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,530 Franklin Municipal Opportunities Trust shares in Q4 2023, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Municipal Opportunities Trust in Q3 2018 and held it in 20 quarters.
  • Carson Wealth (CWM LLC)'s Franklin Municipal Opportunities Trust position peaked at $61K in Q4 2018.
  • 83 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.