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 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

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Hennion & Walsh Asset Management's PMO Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Franklin Municipal Opportunities Trust (PMO) stake by 2% in Q2 2026, selling an estimated $119K and leaving 550,516 shares worth $5.8M. The position accounts for 0.17% of the portfolio, ranked #156.

Hennion & Walsh Asset Management first reported a position in PMO in Q3 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Hennion & Walsh Asset Management held 550,516 shares of Franklin Municipal Opportunities Trust worth $5.8M as of Q2 2026.
Hennion & Walsh Asset Management sold 11,425 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $119K.
Franklin Municipal Opportunities Trust made up 0.17% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #156 holding.
Hennion & Walsh Asset Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2024 and has held it in 8 quarters since.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.