CX Institutional’s Franklin Municipal Opportunities Trust PMO Stock Holding History

CX Institutional’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 Q3	$29K	Buy	3,123 +49	+2%	+$500	﹤0.01%	1146
2026 Q2	$32K	Buy	3,074 +38	+1%	+$397	﹤0.01%	1058
2026 Q1	$31K	Buy	3,036 +33	+1%	+$349	﹤0.01%	1046
2025 Q4	$32K	Buy	3,003 +34	+1%	+$354	﹤0.01%	1040
2025 Q3	$31K	Hold	2,969	–	–	﹤0.01%	1025
2025 Q2	$29K	Buy	+2,969	New	+$29.2K	﹤0.01%	926

Other funds holding PMO

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

CX Institutional's PMO Position: Q3 2026 in Review

CX Institutional increased its Franklin Municipal Opportunities Trust (PMO) stake by 1.6% in Q3 2026, buying an estimated $500 and bringing the position to 3,123 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

CX Institutional first reported a position in PMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $32K in Q2 2026. 15 funds tracked by Wall St. Rank hold PMO as of Q3 2026.

CX Institutional held 3,123 shares of Franklin Municipal Opportunities Trust worth $29K as of Q3 2026.
CX Institutional bought 49 Franklin Municipal Opportunities Trust shares in Q3 2026, an estimated $500.
Franklin Municipal Opportunities Trust made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1146 holding.
CX Institutional first reported a position in Franklin Municipal Opportunities Trust in Q2 2025 and has held it in 6 quarters since.
CX Institutional's Franklin Municipal Opportunities Trust position peaked at $32K in Q2 2026.
15 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.