CCG
PMO

Catalina Capital Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Catalina Capital Group’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
Q1 		$211K Hold
20,515
– – 0.13% 149
2025
Q4 		$220K Hold
20,515
– – 0.13% 134
2025
Q3 		$212K Hold
20,515
– – 0.13% 139
2025
Q2 		$203K Buy
+20,515
New +$202K 0.13% 141

Other funds holding PMO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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 $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Catalina Capital Group's PMO Position: Q1 2026 in Review

Catalina Capital Group held its Franklin Municipal Opportunities Trust (PMO) position steady in Q1 2026 at 20,515 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #149.

Catalina Capital Group first reported a position in PMO in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 87 funds tracked by Wall St. Rank hold PMO as of Q1 2026.

  • Catalina Capital Group held 20,515 shares of Franklin Municipal Opportunities Trust worth $211K as of Q1 2026.
  • Catalina Capital Group left its Franklin Municipal Opportunities Trust share count unchanged in Q1 2026.
  • Franklin Municipal Opportunities Trust made up 0.13% of Catalina Capital Group's portfolio in Q1 2026, its #149 holding.
  • Catalina Capital Group first reported a position in Franklin Municipal Opportunities Trust in Q2 2025 and has held it in 4 quarters since.
  • Catalina Capital Group's Franklin Municipal Opportunities Trust position peaked at $220K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.