IHT Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

IHT Wealth 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
2023 Q2	–	Sell	-14,009	Closed	-$145K	–	1008
2023 Q1	$145K	Buy	14,009 +139	+1%	+$1.6K	0.01%	884
2022 Q4	$150K	Buy	13,870 +149	+1%	+$1.58K	0.01%	841
2022 Q3	$134K	Buy	13,721 +131	+1%	+$1.54K	0.01%	806
2022 Q2	$160K	Buy	13,590 +135	+1%	+$1.49K	0.01%	679
2022 Q1	$157K	Sell	13,455 -610	-4%	-$7.64K	0.01%	725
2021 Q4	$203K	Buy	14,065 +107	+0.8%	+$1.49K	0.02%	746
2021 Q3	$191K	Buy	+13,958	New	+$201K	0.02%	740

Other funds holding PMO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

IHT Wealth Management's PMO Position: Q2 2023 in Review

IHT Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2023, closing a stake of 14,009 shares — an estimated $145K sold.

IHT Wealth Management first reported a position in PMO in Q3 2021 and held it in 7 quarters. The position peaked at $203K in Q4 2021. 71 funds tracked by Wall St. Rank hold PMO as of Q2 2023.

IHT Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 14,009 Franklin Municipal Opportunities Trust shares in Q2 2023, an estimated $145K.
IHT Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2021 and held it in 7 quarters.
IHT Wealth Management's Franklin Municipal Opportunities Trust position peaked at $203K in Q4 2021.
71 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.