IA
PMO

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

IFP 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
2024
Q3 		– Sell
-27,388
Closed -$281K – 3417
2024
Q2 		$281K Buy
27,388
+193
+0.7% +$1.93K 0.01% 869
2024
Q1 		$276K Buy
27,195
+275
+1% +$2.83K 0.01% 843
2023
Q4 		$275K Buy
26,920
+299
+1% +$2.85K 0.01% 811
2023
Q3 		$245K Buy
26,621
+275
+1% +$2.73K 0.01% 873
2023
Q2 		$269K Sell
26,346
-9,565
-27% -$97.1K 0.01% 881
2023
Q1 		$419K Sell
35,911
-13,673
-28% -$157K 0.02% 655
2022
Q4 		$578K Sell
49,584
-14,274
-22% -$151K 0.02% 829
2022
Q3 		$745K Buy
63,858
+37,887
+146% +$445K 0.02% 749
2022
Q2 		$302K Hold
25,971
– – 0.01% 1070
2022
Q1 		$302K Buy
+25,971
New +$325K 0.01% 1070
2019
Q1 		– Sell
-348
Closed -$4K – 3147
2018
Q4 		$4K Hold
348
– – ﹤0.01% 2956
2018
Q3 		$4K Sell
348
-4,220
-92% -$49K ﹤0.01% 3322
2018
Q2 		$53K Hold
4,568
– – ﹤0.01% 1878
2018
Q1 		$56K Hold
4,568
– – ﹤0.01% 1747
2017
Q4 		$56K Sell
4,568
-167
-4% -$2.1K ﹤0.01% 1764
2017
Q3 		$60K Hold
4,735
– – ﹤0.01% 1884
2017
Q2 		$59K Sell
4,735
-214
-4% -$2.65K ﹤0.01% 1852
2017
Q1 		$59K Sell
4,949
-2,775
-36% -$33.7K ﹤0.01% 1827
2016
Q4 		$92K Sell
7,724
-3,441
-31% -$42.3K ﹤0.01% 1507
2016
Q3 		$149K Buy
11,165
+7,450
+201% +$99.9K 0.01% 1144
2016
Q2 		$50K Buy
+3,715
New +$48.8K ﹤0.01% 1766
2016
Q1 		– Sell
-3,715
Closed -$46K – 3152
2015
Q4 		$46K Buy
+3,715
New +$44.6K ﹤0.01% 1671

Other funds holding PMO

MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors's PMO Position: Q3 2024 in Review

IFP Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2024, closing a stake of 27,388 shares — an estimated $281K sold.

IFP Advisors first reported a position in PMO in Q4 2015 and held it in 22 quarters. The position peaked at $745K in Q3 2022. 98 funds tracked by Wall St. Rank hold PMO as of Q3 2024.

  • IFP Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2024 after selling out during the quarter.
  • IFP Advisors sold 27,388 Franklin Municipal Opportunities Trust shares in Q3 2024, an estimated $281K.
  • IFP Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2015 and held it in 22 quarters.
  • IFP Advisors's Franklin Municipal Opportunities Trust position peaked at $745K in Q3 2022.
  • 98 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.