Global Retirement Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Global Retirement Partners’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	$45.8K	Buy	+4,348	New	+$45.4K	﹤0.01%	2577
2025 Q4	$46.5K	Hold	4,348	–	–	﹤0.01%	2397
2025 Q3	$44.9K	Hold	4,348	–	–	﹤0.01%	1958
2025 Q2	$43K	Buy	+4,348	New	+$42.8K	﹤0.01%	1851
2024 Q4	$44K	Hold	4,348	–	–	﹤0.01%	1680
2024 Q3	$47.4K	Hold	4,348	–	–	﹤0.01%	1581
2024 Q2	$44.6K	Buy	4,348 +4,000	+1,149%	+$39.9K	﹤0.01%	1599
2024 Q1	$3.54K	Hold	348	–	–	﹤0.01%	2539
2023 Q4	$3.55K	Hold	348	–	–	﹤0.01%	2462
2023 Q3	$3.14K	Buy	+348	New	+$3.46K	﹤0.01%	2356

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

Global Retirement Partners's PMO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Franklin Municipal Opportunities Trust (PMO) in Q2 2026: 4,348 shares worth $45.8K. The stake represents ﹤0.01% of the portfolio and ranks #2577 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PMO as recently as Q4 2025.

Global Retirement Partners first reported a position in PMO in Q3 2023 and has held it in 10 quarters since. The position peaked at $47.4K in Q3 2024. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Global Retirement Partners held 4,348 shares of Franklin Municipal Opportunities Trust worth $45.8K as of Q2 2026.
Franklin Municipal Opportunities Trust was a new Global Retirement Partners position in Q2 2026.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2577 holding.
Global Retirement Partners first reported a position in Franklin Municipal Opportunities Trust in Q3 2023 and has held it in 10 quarters since.
Global Retirement Partners's Franklin Municipal Opportunities Trust position peaked at $47.4K in Q3 2024.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.