Citadel Advisors
PMO

Citadel Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Citadel 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
2025
Q4 		– Sell
-10,257
Closed -$106K – 13751
2025
Q3 		$106K Buy
+10,257
New +$102K ﹤0.01% 11814
2025
Q1 		– Sell
-12,176
Closed -$123K – 15333
2024
Q4 		$123K Buy
12,176
+1,059
+10% +$11.1K ﹤0.01% 11144
2024
Q3 		$121K Buy
+11,117
New +$117K ﹤0.01% 10862
2024
Q1 		– Sell
-13,961
Closed -$143K – 15274
2023
Q4 		$143K Buy
+13,961
New +$133K ﹤0.01% 10458

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Citadel Advisors's PMO Position: Q4 2025 in Review

Citadel Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2025, closing a stake of 10,257 shares — an estimated $106K sold.

Citadel Advisors first reported a position in PMO in Q4 2023 and held it in 4 quarters. The position peaked at $143K in Q4 2023. 88 funds tracked by Wall St. Rank hold PMO as of Q4 2025.

  • Citadel Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 10,257 Franklin Municipal Opportunities Trust shares in Q4 2025, an estimated $106K.
  • Citadel Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2023 and held it in 4 quarters.
  • Citadel Advisors's Franklin Municipal Opportunities Trust position peaked at $143K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.