HighTower Advisors
PMO

HighTower Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

HighTower Advisors’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 		$108K Sell
10,229
-5,479
-35% -$57.2K ﹤0.01% 3649
2026
Q1 		$162K Sell
15,708
-8,404
-35% -$88.9K ﹤0.01% 3551
2025
Q4 		$258K Buy
24,112
+3,256
+16% +$33.9K ﹤0.01% 3169
2025
Q3 		$215K Sell
20,856
-1,312
-6% -$13.1K ﹤0.01% 3309
2025
Q2 		$219K Buy
+22,168
New +$218K ﹤0.01% 3203
2025
Q1 		– Sell
-31,845
Closed -$323K – 3980
2024
Q4 		$323K Buy
31,845
+6,750
+27% +$71K ﹤0.01% 2837
2024
Q3 		$267K Buy
+25,095
New +$263K ﹤0.01% 2901
2024
Q1 		– Sell
-11,332
Closed -$116K – 3919
2023
Q4 		$116K Buy
+11,332
New +$108K ﹤0.01% 3168
2015
Q4 		– Sell
-12,247
Closed -$147K – 2116
2015
Q3 		$147K Buy
12,247
+806
+7% +$9.52K ﹤0.01% 1692
2015
Q2 		$133K Buy
+11,441
New +$137K ﹤0.01% 1403
2015
Q1 		– Sell
-10,441
Closed -$125K – 1674
2014
Q4 		$125K Hold
10,441
– – ﹤0.01% 1454
2014
Q3 		$122K Hold
10,441
– – ﹤0.01% 1422
2014
Q2 		$123K Hold
10,441
– – ﹤0.01% 1459
2014
Q1 		$119K Hold
10,441
– – ﹤0.01% 1370
2013
Q4 		$112K Buy
+10,441
New +$113K ﹤0.01% 1373

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
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

HighTower Advisors's PMO Position: Q2 2026 in Review

HighTower Advisors reduced its Franklin Municipal Opportunities Trust (PMO) stake by 35% in Q2 2026, selling an estimated $57.2K and leaving 10,229 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #3649.

HighTower Advisors first reported a position in PMO in Q4 2013 and has held it in 15 quarters since. The position peaked at $323K in Q4 2024. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • HighTower Advisors held 10,229 shares of Franklin Municipal Opportunities Trust worth $108K as of Q2 2026.
  • HighTower Advisors sold 5,479 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $57.2K.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3649 holding.
  • HighTower Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2013 and has held it in 15 quarters since.
  • HighTower Advisors's Franklin Municipal Opportunities Trust position peaked at $323K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.