C1AG
PMO

Client 1st Advisory Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Client 1st Advisory 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
2022
Q2 		– Sell
-10,000
Closed -$117K – 78
2022
Q1 		$117K Hold
10,000
– – 0.06% 80
2021
Q4 		$144K Buy
+10,000
New +$139K 0.07% 75

Other funds holding PMO

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Client 1st Advisory Group's PMO Position: Q2 2022 in Review

Client 1st Advisory Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2022, closing a stake of 10,000 shares — an estimated $117K sold.

Client 1st Advisory Group first reported a position in PMO in Q4 2021 and held it in 2 quarters. The position peaked at $144K in Q4 2021. 77 funds tracked by Wall St. Rank hold PMO as of Q2 2022.

  • Client 1st Advisory Group reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2022 after selling out during the quarter.
  • Client 1st Advisory Group sold 10,000 Franklin Municipal Opportunities Trust shares in Q2 2022, an estimated $117K.
  • Client 1st Advisory Group first reported a position in Franklin Municipal Opportunities Trust in Q4 2021 and held it in 2 quarters.
  • Client 1st Advisory Group's Franklin Municipal Opportunities Trust position peaked at $144K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2022.

Based on Client 1st Advisory Group's 13F filing for Q2 2022, filed 12 Aug 2022.