Cresset Asset Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Cresset Asset 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	$214K	Hold	20,300	–	–	﹤0.01%	1562
2026 Q1	$209K	Hold	20,300	–	–	﹤0.01%	1451
2025 Q4	$217K	Hold	20,300	–	–	﹤0.01%	1454
2025 Q3	$210K	Hold	20,300	–	–	﹤0.01%	1408
2025 Q2	$201K	Hold	20,300	–	–	﹤0.01%	1303
2025 Q1	$207K	Hold	20,300	–	–	﹤0.01%	1514
2024 Q4	$206K	Sell	20,300 -1,600	-7%	-$16.8K	﹤0.01%	1550
2024 Q3	$239K	Hold	21,900	–	–	﹤0.01%	1913
2024 Q2	$225K	Sell	21,900 -280	-1%	-$2.79K	﹤0.01%	1846
2024 Q1	$226K	Buy	22,180 +280	+1%	+$2.88K	﹤0.01%	1721
2023 Q4	$225K	Hold	21,900	–	–	﹤0.01%	1638
2023 Q3	$202K	Hold	21,900	–	–	﹤0.01%	1623
2023 Q2	$224K	Buy	+21,900	New	+$222K	﹤0.01%	1678

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

Cresset Asset Management's PMO Position: Q2 2026 in Review

Cresset Asset Management held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 20,300 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Cresset Asset Management first reported a position in PMO in Q2 2023 and has held it in 13 quarters since. The position peaked at $239K in Q3 2024. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Cresset Asset Management held 20,300 shares of Franklin Municipal Opportunities Trust worth $214K as of Q2 2026.
Cresset Asset Management left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1562 holding.
Cresset Asset Management first reported a position in Franklin Municipal Opportunities Trust in Q2 2023 and has held it in 13 quarters since.
Cresset Asset Management's Franklin Municipal Opportunities Trust position peaked at $239K in Q3 2024.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.