IFG
PMO

Independent Financial Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-12,608
Closed -$129K – 1048
2023
Q4 		$129K Hold
12,608
– – 0.01% 915
2023
Q3 		$116K Hold
12,608
– – 0.01% 863
2023
Q2 		$129K Sell
12,608
-24,224
-66% -$246K 0.01% 838
2023
Q1 		$382K Sell
36,832
-5,108
-12% -$58.8K 0.03% 530
2022
Q4 		$455K Sell
41,940
-14,943
-26% -$158K 0.04% 440
2022
Q3 		$557K Buy
56,883
+12,603
+28% +$148K 0.05% 366
2022
Q2 		$522K Buy
44,280
+21,834
+97% +$241K 0.06% 372
2022
Q1 		$261K Sell
22,446
-3,171
-12% -$39.7K 0.02% 646
2021
Q4 		$369K Buy
25,617
+1,653
+7% +$23.1K 0.03% 518
2021
Q3 		$328K Buy
23,964
+10,248
+75% +$147K 0.03% 500
2021
Q2 		$194K Sell
13,716
-3,553
-21% -$49.5K 0.02% 676
2021
Q1 		$231K Sell
17,269
-102
-0.6% -$1.38K 0.03% 544
2020
Q4 		$238K Buy
+17,371
New +$230K 0.04% 480

Other funds holding PMO

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Independent Financial Group's PMO Position: Q1 2024 in Review

Independent Financial Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2024, closing a stake of 12,608 shares — an estimated $129K sold.

Independent Financial Group first reported a position in PMO in Q4 2020 and held it in 13 quarters. The position peaked at $557K in Q3 2022. 86 funds tracked by Wall St. Rank hold PMO as of Q1 2024.

  • Independent Financial Group reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 12,608 Franklin Municipal Opportunities Trust shares in Q1 2024, an estimated $129K.
  • Independent Financial Group first reported a position in Franklin Municipal Opportunities Trust in Q4 2020 and held it in 13 quarters.
  • Independent Financial Group's Franklin Municipal Opportunities Trust position peaked at $557K in Q3 2022.
  • 86 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.