CI
PMO

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
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

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

CX Institutional's PMO Position: Q2 2026 in Review

CX Institutional increased its Franklin Municipal Opportunities Trust (PMO) stake by 1.3% in Q2 2026, buying an estimated $397 and bringing the position to 3,074 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

CX Institutional first reported a position in PMO in Q2 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • CX Institutional held 3,074 shares of Franklin Municipal Opportunities Trust worth $32K as of Q2 2026.
  • CX Institutional bought 38 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $397.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1058 holding.
  • CX Institutional first reported a position in Franklin Municipal Opportunities Trust in Q2 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.