FFO
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Fortitude Family Office’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Fortitude Family Office’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
Q2 		– Sell
-12,309
Closed -$125K – 2110
2025
Q1 		$125K Hold
12,309
– – 0.04% 136
2024
Q4 		$125K Hold
12,309
– – 0.04% 156
2024
Q3 		$134K Buy
+12,309
New +$129K 0.05% 136

Other funds holding PMO

Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Fortitude Family Office's PMO Position: Q2 2025 in Review

Fortitude Family Office sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2025, closing a stake of 12,309 shares — an estimated $125K sold.

Fortitude Family Office first reported a position in PMO in Q3 2024 and held it in 3 quarters. The position peaked at $134K in Q3 2024. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2025.

  • Fortitude Family Office reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 12,309 Franklin Municipal Opportunities Trust shares in Q2 2025, an estimated $125K.
  • Fortitude Family Office first reported a position in Franklin Municipal Opportunities Trust in Q3 2024 and held it in 3 quarters.
  • Fortitude Family Office's Franklin Municipal Opportunities Trust position peaked at $134K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.