Elevated Capital Advisors
PMO icon

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
Q3 		$5.44K Hold
595
– – ﹤0.01% 540
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

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Elevated Capital Advisors's PMO Position: Q3 2026 in Review

Elevated Capital Advisors held its Franklin Municipal Opportunities Trust (PMO) position steady in Q3 2026 at 595 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Elevated Capital Advisors first reported a position in PMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.37K in Q4 2025. 59 funds tracked by Wall St. Rank hold PMO as of Q3 2026.

  • Elevated Capital Advisors held 595 shares of Franklin Municipal Opportunities Trust worth $5.44K as of Q3 2026.
  • Elevated Capital Advisors left its Franklin Municipal Opportunities Trust share count unchanged in Q3 2026.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #540 holding.
  • Elevated Capital Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Franklin Municipal Opportunities Trust position peaked at $6.37K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.