Cetera Investment Advisers
PMO

Cetera Investment Advisers’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Cetera Investment Advisers’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
2025
Q3 		– Sell
-10,898
Closed -$108K – 4646
2025
Q2 		$108K Sell
10,898
-3,283
-23% -$32.3K ﹤0.01% 3875
2025
Q1 		$145K Sell
14,181
-1,308
-8% -$13.6K ﹤0.01% 3688
2024
Q4 		$157K Sell
15,489
-276
-2% -$2.9K ﹤0.01% 3487
2024
Q3 		$172K Buy
15,765
+83
+0.5% +$870 ﹤0.01% 3431
2024
Q2 		$161K Sell
15,682
-21
-0.1% -$210 ﹤0.01% 3422
2024
Q1 		$160K Buy
+15,703
New +$161K ﹤0.01% 3412
2023
Q4 		– Sell
-10,865
Closed -$100K – 2327
2023
Q3 		$100K Sell
10,865
-39
-0.4% -$387 ﹤0.01% 2095
2023
Q2 		$111K Sell
10,904
-1,016
-9% -$10.3K ﹤0.01% 2087
2023
Q1 		$123K Sell
11,920
-458
-4% -$5.27K ﹤0.01% 2035
2022
Q4 		$134K Buy
12,378
+585
+5% +$6.19K ﹤0.01% 1963
2022
Q3 		$116K Sell
11,793
-8,727
-43% -$102K ﹤0.01% 1568
2022
Q2 		$242K Buy
20,520
+5,090
+33% +$56.3K ﹤0.01% 1556
2022
Q1 		$180K Buy
15,430
+902
+6% +$11.3K ﹤0.01% 1738
2021
Q4 		$209K Buy
14,528
+273
+2% +$3.81K ﹤0.01% 1712
2021
Q3 		$195K Sell
14,255
-522
-4% -$7.5K ﹤0.01% 1674
2021
Q2 		$209K Buy
14,777
+1,800
+14% +$25.1K ﹤0.01% 1648
2021
Q1 		$174K Hold
12,977
– – ﹤0.01% 1508
2020
Q4 		$178K Buy
+12,977
New +$172K ﹤0.01% 1473

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers's PMO Position: Q3 2025 in Review

Cetera Investment Advisers sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2025, closing a stake of 10,898 shares — an estimated $108K sold.

Cetera Investment Advisers first reported a position in PMO in Q4 2020 and held it in 18 quarters. The position peaked at $242K in Q2 2022. 85 funds tracked by Wall St. Rank hold PMO as of Q3 2025.

  • Cetera Investment Advisers reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,898 Franklin Municipal Opportunities Trust shares in Q3 2025, an estimated $108K.
  • Cetera Investment Advisers first reported a position in Franklin Municipal Opportunities Trust in Q4 2020 and held it in 18 quarters.
  • Cetera Investment Advisers's Franklin Municipal Opportunities Trust position peaked at $242K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.