CWM
PMO

Collaborative Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Collaborative Wealth Management’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
Q2 		$141K Hold
13,400
– – 0.06% 160
2026
Q1 		$138K Hold
13,400
– – 0.06% 154
2025
Q4 		$143K Hold
13,400
– – 0.05% 233
2025
Q3 		$138K Hold
13,400
– – 0.06% 192
2025
Q2 		$133K Hold
13,400
– – 0.06% 177
2025
Q1 		$137K Sell
13,400
-1,924
-13% -$20K 0.06% 169
2024
Q4 		$155K Hold
15,324
– – 0.07% 171
2024
Q3 		$167K Hold
15,324
– – 0.08% 171
2024
Q2 		$157K Hold
15,324
– – 0.08% 166
2024
Q1 		$156K Hold
15,324
– – 0.08% 167
2023
Q4 		$157K Hold
15,324
– – 0.08% 166
2023
Q3 		$141K Hold
15,324
– – 0.08% 160
2023
Q2 		$156K Hold
15,324
– – 0.09% 166
2023
Q1 		$159K Hold
15,324
– – 0.1% 163
2022
Q4 		$166K Hold
15,324
– – 0.11% 169
2022
Q3 		$150K Hold
15,324
– – 0.11% 165
2022
Q2 		$181K Buy
+15,324
New +$169K 0.12% 179
2021
Q4 		$221K Buy
+15,324
New +$214K 0.12% 184
2021
Q1 		$179K Buy
+15,324
New +$208K 0.1% 187

Other funds holding PMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Collaborative Wealth Management's PMO Position: Q2 2026 in Review

Collaborative Wealth Management held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 13,400 shares worth $141K. The position accounts for 0.06% of the portfolio, ranked #160.

Collaborative Wealth Management first reported a position in PMO in Q1 2021 and has held it in 19 quarters since. The position peaked at $221K in Q4 2021. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Collaborative Wealth Management held 13,400 shares of Franklin Municipal Opportunities Trust worth $141K as of Q2 2026.
  • Collaborative Wealth Management left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Franklin Municipal Opportunities Trust made up 0.06% of Collaborative Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Collaborative Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2021 and has held it in 19 quarters since.
  • Collaborative Wealth Management's Franklin Municipal Opportunities Trust position peaked at $221K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.