HI
PMO icon

Harbour Investments’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Harbour Investments’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 		$30.6K Hold
2,908
– – ﹤0.01% 2689
2026
Q1 		$30K Buy
2,908
+1,500
+107% +$15.9K ﹤0.01% 2637
2025
Q4 		$15.1K Hold
1,408
– – ﹤0.01% 2553
2025
Q3 		$14.5K Hold
1,408
– – ﹤0.01% 2507
2025
Q2 		$13.9K Hold
1,408
– – ﹤0.01% 2403
2025
Q1 		$14.3K Sell
1,408
-734
-34% -$7.65K ﹤0.01% 2349
2024
Q4 		$21.7K Buy
2,142
+734
+52% +$7.72K ﹤0.01% 2095
2024
Q3 		$15.3K Hold
1,408
– – ﹤0.01% 2179
2024
Q2 		$14.4K Hold
1,408
– – ﹤0.01% 2110
2024
Q1 		$14.3K Hold
1,408
– – ﹤0.01% 2090
2023
Q4 		$14.4K Hold
1,408
– – ﹤0.01% 2013
2023
Q3 		$13K Hold
1,408
– – ﹤0.01% 1933
2023
Q2 		$14.4K Hold
1,408
– – ﹤0.01% 1896
2023
Q1 		$14.6K Buy
+1,408
New +$16.2K ﹤0.01% 1862
2021
Q4 		– Sell
-2,991
Closed -$41K – 3425
2021
Q3 		$41K Hold
2,991
– – ﹤0.01% 1894
2021
Q2 		$42K Buy
2,991
+1,500
+101% +$20.9K ﹤0.01% 1925
2021
Q1 		$20K Buy
+1,491
New +$20.2K ﹤0.01% 2217

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 $3.42B AUM 25.82% 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

Harbour Investments's PMO Position: Q2 2026 in Review

Harbour Investments held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 2,908 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Harbour Investments first reported a position in PMO in Q1 2021 and has held it in 17 quarters since. The position peaked at $42K in Q2 2021. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Harbour Investments held 2,908 shares of Franklin Municipal Opportunities Trust worth $30.6K as of Q2 2026.
  • Harbour Investments left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2689 holding.
  • Harbour Investments first reported a position in Franklin Municipal Opportunities Trust in Q1 2021 and has held it in 17 quarters since.
  • Harbour Investments's Franklin Municipal Opportunities Trust position peaked at $42K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.