ECA
PMO

Elevated Capital Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Elevated Capital 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 		$6.27K Hold
595
– – ﹤0.01% 544
2026
Q1 		$6.13K Hold
595
– – ﹤0.01% 526
2025
Q4 		$6.37K Buy
+595
New +$6.19K ﹤0.01% 500

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

Elevated Capital Advisors's PMO Position: Q2 2026 in Review

Elevated Capital Advisors held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 595 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Elevated Capital Advisors first reported a position in PMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.37K in Q4 2025. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Elevated Capital Advisors held 595 shares of Franklin Municipal Opportunities Trust worth $6.27K as of Q2 2026.
  • Elevated Capital Advisors left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #544 holding.
  • Elevated Capital Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Franklin Municipal Opportunities Trust position peaked at $6.37K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.