Generation Capital Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Generation Capital 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	$240K	Hold	22,748	–	–	0.15%	79
2026 Q1	$234K	Hold	22,748	–	–	0.17%	70
2025 Q4	$243K	Buy	22,748 +6,000	+36%	+$62.4K	0.16%	80
2025 Q3	$173K	Hold	16,748	–	–	0.13%	79
2025 Q2	$166K	Hold	16,748	–	–	0.13%	74
2025 Q1	$171K	Sell	16,748 -6,134	-27%	-$63.9K	0.15%	66
2024 Q4	$232K	Buy	+22,882	New	+$241K	0.2%	70

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Generation Capital Management's PMO Position: Q2 2026 in Review

Generation Capital Management held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 22,748 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #79.

Generation Capital Management first reported a position in PMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $243K in Q4 2025. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Generation Capital Management held 22,748 shares of Franklin Municipal Opportunities Trust worth $240K as of Q2 2026.
Generation Capital Management left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
Franklin Municipal Opportunities Trust made up 0.15% of Generation Capital Management's portfolio in Q2 2026, its #79 holding.
Generation Capital Management first reported a position in Franklin Municipal Opportunities Trust in Q4 2024 and has held it in 7 quarters since.
Generation Capital Management's Franklin Municipal Opportunities Trust position peaked at $243K in Q4 2025.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.