Financial Network Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Financial Network Wealth 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
2025 Q1	$96K	Buy	+9,440	New	+$98.3K	0.03%	173
2024 Q2	–	Sell	-10,401	Closed	-$103K	–	109
2024 Q1	$103K	Sell	10,401 -849	-8%	-$8.73K	0.05%	42
2023 Q4	$115K	Buy	+11,250	New	+$107K	0.05%	107
2023 Q3	–	Sell	-11,250	Closed	-$116K	–	106
2023 Q2	$116K	Hold	11,250	–	–	0.05%	100
2023 Q1	$117K	Hold	11,250	–	–	0.06%	96
2022 Q4	$122K	Sell	11,250 -4,100	-27%	-$43.4K	0.07%	102
2022 Q3	$150K	Hold	15,350	–	–	0.09%	87
2022 Q2	$181K	Hold	15,350	–	–	0.11%	89
2022 Q1	$179K	Hold	15,350	–	–	0.09%	109
2021 Q4	$221K	Hold	15,350	–	–	0.11%	106
2021 Q3	$210K	Hold	15,350	–	–	0.12%	105
2021 Q2	$217K	Hold	15,350	–	–	0.13%	99
2021 Q1	$206K	Hold	15,350	–	–	0.13%	101
2020 Q4	$210K	Buy	+15,350	New	+$204K	0.16%	88

Other funds holding PMO

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Financial Network Wealth Management's PMO Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Franklin Municipal Opportunities Trust (PMO) in Q1 2025: 9,440 shares worth $96K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings. This is a return to the name: Financial Network Wealth Management previously reported a position in PMO as recently as Q1 2024.

Financial Network Wealth Management first reported a position in PMO in Q4 2020 and has held it in 14 quarters since. The position peaked at $221K in Q4 2021. 81 funds tracked by Wall St. Rank hold PMO as of Q1 2025.

Financial Network Wealth Management held 9,440 shares of Franklin Municipal Opportunities Trust worth $96K as of Q1 2025.
Franklin Municipal Opportunities Trust was a new Financial Network Wealth Management position in Q1 2025.
Franklin Municipal Opportunities Trust made up 0.03% of Financial Network Wealth Management's portfolio in Q1 2025, its #173 holding.
Financial Network Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q4 2020 and has held it in 14 quarters since.
Financial Network Wealth Management's Franklin Municipal Opportunities Trust position peaked at $221K in Q4 2021.
81 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.