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Hennion & Walsh Asset Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Hennion & Walsh Asset 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
Q3 		$4.54M Sell
496,370
-54,146
-10% -$552K 0.13% 196
2026
Q2 		$5.8M Sell
550,516
-11,425
-2% -$119K 0.17% 156
2026
Q1 		$5.79M Buy
561,941
+43,250
+8% +$458K 0.19% 125
2025
Q4 		$5.55M Buy
518,691
+70,735
+16% +$736K 0.19% 122
2025
Q3 		$4.63M Sell
447,956
-2,410
-0.5% -$24K 0.17% 152
2025
Q2 		$4.45M Sell
450,366
-6,927
-2% -$68.2K 0.18% 132
2025
Q1 		$4.66M Buy
457,293
+112,761
+33% +$1.17M 0.21% 109
2024
Q4 		$3.49M Buy
344,532
+329,179
+2,144% +$3.46M 0.16% 166
2024
Q3 		$167K Buy
+15,353
New +$161K 0.01% 846

Other funds holding PMO

WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Hennion & Walsh Asset Management's PMO Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Franklin Municipal Opportunities Trust (PMO) stake by 9.8% in Q3 2026, selling an estimated $552K and leaving 496,370 shares worth $4.54M. The position accounts for 0.13% of the portfolio, ranked #196.

Hennion & Walsh Asset Management first reported a position in PMO in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.8M in Q2 2026. 7 funds tracked by Wall St. Rank hold PMO as of Q3 2026.

  • Hennion & Walsh Asset Management held 496,370 shares of Franklin Municipal Opportunities Trust worth $4.54M as of Q3 2026.
  • Hennion & Walsh Asset Management sold 54,146 Franklin Municipal Opportunities Trust shares in Q3 2026, an estimated $552K.
  • Franklin Municipal Opportunities Trust made up 0.13% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #196 holding.
  • Hennion & Walsh Asset Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2024 and has held it in 9 quarters since.
  • Hennion & Walsh Asset Management's Franklin Municipal Opportunities Trust position peaked at $5.8M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.