Concurrent Investment Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Concurrent Investment 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
2026 Q2	$193K	Hold	18,340	–	–	﹤0.01%	1956
2026 Q1	$189K	Hold	18,340	–	–	﹤0.01%	1761
2025 Q4	$196K	Hold	18,340	–	–	﹤0.01%	1638
2025 Q3	$189K	Buy	18,340 +350	+2%	+$3.49K	﹤0.01%	1364
2025 Q2	$178K	Buy	17,990 +605	+3%	+$5.96K	﹤0.01%	1286
2025 Q1	$177K	Buy	17,385 +2,275	+15%	+$23.7K	﹤0.01%	1145
2024 Q4	$153K	Hold	15,110	–	–	﹤0.01%	1022
2024 Q3	$165K	Hold	15,110	–	–	﹤0.01%	967
2024 Q2	$155K	Hold	15,110	–	–	0.01%	901
2024 Q1	$154K	Buy	15,110 +381	+3%	+$3.92K	0.01%	834
2023 Q4	$151K	Buy	+14,729	New	+$141K	0.01%	797

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concurrent Investment Advisors's PMO Position: Q2 2026 in Review

Concurrent Investment Advisors held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 18,340 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Concurrent Investment Advisors first reported a position in PMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $196K in Q4 2025. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Concurrent Investment Advisors held 18,340 shares of Franklin Municipal Opportunities Trust worth $193K as of Q2 2026.
Concurrent Investment Advisors left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1956 holding.
Concurrent Investment Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Franklin Municipal Opportunities Trust position peaked at $196K in Q4 2025.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.