Envestnet Asset Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Envestnet Asset Management’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	$1.75M	Buy	165,602 +2,813	+2%	+$29.4K	﹤0.01%	3252
2026 Q1	$1.68M	Sell	162,789 -2,624	-2%	-$27.8K	﹤0.01%	3129
2025 Q4	$1.77M	Buy	165,413 +41,811	+34%	+$435K	﹤0.01%	2917
2025 Q3	$1.28M	Sell	123,602 -2,524	-2%	-$25.2K	﹤0.01%	3192
2025 Q2	$1.25M	Buy	126,126 +8,054	+7%	+$79.3K	﹤0.01%	3142
2025 Q1	$1.2M	Sell	118,072 -7,512	-6%	-$78.3K	﹤0.01%	3078
2024 Q4	$1.27M	Buy	125,584 +8,469	+7%	+$89.1K	﹤0.01%	2989
2024 Q3	$1.28M	Sell	117,115 -2,684	-2%	-$28.1K	﹤0.01%	2967
2024 Q2	$1.23M	Sell	119,799 -1,971	-2%	-$19.7K	﹤0.01%	2894
2024 Q1	$1.24M	Buy	+121,770	New	+$1.25M	﹤0.01%	2888

Other funds holding PMO

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Envestnet Asset Management's PMO Position: Q2 2026 in Review

Envestnet Asset Management increased its Franklin Municipal Opportunities Trust (PMO) stake by 1.7% in Q2 2026, buying an estimated $29.4K and bringing the position to 165,602 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3252.

Envestnet Asset Management first reported a position in PMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.77M in Q4 2025. 47 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Envestnet Asset Management held 165,602 shares of Franklin Municipal Opportunities Trust worth $1.75M as of Q2 2026.
Envestnet Asset Management bought 2,813 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $29.4K.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3252 holding.
Envestnet Asset Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2024 and has held it in 10 quarters since.
Envestnet Asset Management's Franklin Municipal Opportunities Trust position peaked at $1.77M in Q4 2025.
47 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.