Cyndeo Wealth Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Cyndeo Wealth Partners’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	$394K	Buy	37,350 +8,828	+31%	+$92.1K	0.02%	388
2026 Q1	$294K	Buy	28,522 +2,512	+10%	+$26.6K	0.02%	413
2025 Q4	$278K	Buy	26,010 +29	+0.1%	+$302	0.02%	411
2025 Q3	$268K	Buy	25,981 +512	+2%	+$5.1K	0.01%	411
2025 Q2	$252K	Sell	25,469 -9,399	-27%	-$92.6K	0.01%	419
2025 Q1	$355K	Sell	34,868 -3,761	-10%	-$39.2K	0.02%	338
2024 Q4	$391K	Buy	38,629 +5,836	+18%	+$61.4K	0.03%	332
2024 Q3	$357K	Buy	+32,793	New	+$344K	0.03%	347

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

Cyndeo Wealth Partners's PMO Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Franklin Municipal Opportunities Trust (PMO) stake by 31% in Q2 2026, buying an estimated $92.1K and bringing the position to 37,350 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #388.

Cyndeo Wealth Partners first reported a position in PMO in Q3 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Cyndeo Wealth Partners held 37,350 shares of Franklin Municipal Opportunities Trust worth $394K as of Q2 2026.
Cyndeo Wealth Partners bought 8,828 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $92.1K.
Franklin Municipal Opportunities Trust made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #388 holding.
Cyndeo Wealth Partners first reported a position in Franklin Municipal Opportunities Trust in Q3 2024 and has held it in 8 quarters since.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.