IWA
PMO

IBEX Wealth Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

IBEX Wealth 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
2023
Q1 		– Sell
-11,267
Closed -$122K – 154
2022
Q4 		$122K Sell
11,267
-2,677
-19% -$28.3K 0.03% 171
2022
Q3 		$137K Buy
13,944
+51
+0.4% +$599 0.04% 142
2022
Q2 		$164K Buy
13,893
+52
+0.4% +$575 0.04% 149
2022
Q1 		$161K Sell
13,841
-5,198
-27% -$65.1K 0.03% 166
2021
Q4 		$274K Buy
19,039
+714
+4% +$9.96K 0.05% 154
2021
Q3 		$251K Buy
18,325
+90
+0.5% +$1.29K 0.05% 156
2021
Q2 		$258K Sell
18,235
-767
-4% -$10.7K 0.05% 153
2021
Q1 		$255K Sell
19,002
-1,249
-6% -$16.9K 0.06% 109
2020
Q4 		$277K Sell
20,251
-203
-1% -$2.69K 0.07% 98
2020
Q3 		$265K Sell
20,454
-511
-2% -$6.8K 0.08% 91
2020
Q2 		$267K Sell
20,965
-1,839
-8% -$22.6K 0.09% 95
2020
Q1 		$272K Sell
22,804
-615
-3% -$7.95K 0.11% 89
2019
Q4 		$308K Buy
23,419
+198
+0.9% +$2.6K 0.09% 98
2019
Q3 		$303K Buy
23,221
+197
+0.9% +$2.58K 0.1% 93
2019
Q2 		$291K Sell
23,024
-2,590
-10% -$32.2K 0.08% 121
2019
Q1 		$314K Sell
25,614
-20,325
-44% -$242K 0.11% 97
2018
Q4 		$516K Sell
45,939
-19,643
-30% -$220K 0.24% 66
2018
Q3 		$743K Sell
65,582
-6,158
-9% -$71.5K 0.27% 76
2018
Q2 		$837K Hold
71,740
– – 0.34% 76
2018
Q1 		$837K Buy
+71,740
New +$856K 0.34% 75
2017
Q4 		– Sell
-78,601
Closed -$994K – 127
2017
Q3 		$994K Sell
78,601
-12,403
-14% -$157K 0.37% 78
2017
Q2 		$1.14M Buy
+91,004
New +$1.13M 0.45% 74
2017
Q1 		– Sell
-91,080
Closed -$1.1M – 303
2016
Q4 		$1.1M Buy
91,080
+1,874
+2% +$23K 0.53% 63
2016
Q3 		$1.19M Buy
+89,206
New +$1.2M 0.65% 54

Other funds holding PMO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IBEX Wealth Advisors's PMO Position: Q1 2023 in Review

IBEX Wealth Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2023, closing a stake of 11,267 shares — an estimated $122K sold.

IBEX Wealth Advisors first reported a position in PMO in Q3 2016 and held it in 24 quarters. The position peaked at $1.19M in Q3 2016. 69 funds tracked by Wall St. Rank hold PMO as of Q1 2023.

  • IBEX Wealth Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • IBEX Wealth Advisors sold 11,267 Franklin Municipal Opportunities Trust shares in Q1 2023, an estimated $122K.
  • IBEX Wealth Advisors first reported a position in Franklin Municipal Opportunities Trust in Q3 2016 and held it in 24 quarters.
  • IBEX Wealth Advisors's Franklin Municipal Opportunities Trust position peaked at $1.19M in Q3 2016.
  • 69 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.