Focus Partners Wealth
PMO icon

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

Focus Partners Wealth’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 		$221K Sell
21,009
-3,800
-15% -$39.7K ﹤0.01% 2442
2026
Q1 		$256K Sell
24,809
-28,200
-53% -$298K ﹤0.01% 2280
2025
Q4 		$567K Buy
+53,009
New +$551K ﹤0.01% 1900

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

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

Focus Partners Wealth reduced its Franklin Municipal Opportunities Trust (PMO) stake by 15% in Q2 2026, selling an estimated $39.7K and leaving 21,009 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Focus Partners Wealth first reported a position in PMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $567K in Q4 2025. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Focus Partners Wealth held 21,009 shares of Franklin Municipal Opportunities Trust worth $221K as of Q2 2026.
  • Focus Partners Wealth sold 3,800 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $39.7K.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2442 holding.
  • Focus Partners Wealth first reported a position in Franklin Municipal Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Franklin Municipal Opportunities Trust position peaked at $567K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.