Indiana Trust & Investment Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Indiana Trust & Investment 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
2025 Q2	–	Sell	-3,000	Closed	-$30.6K	–	495
2025 Q1	$30.6K	Sell	3,000 -11,000	-79%	-$115K	0.01%	321
2024 Q4	$142K	Hold	14,000	–	–	0.05%	195
2024 Q3	$153K	Hold	14,000	–	–	0.05%	193
2024 Q2	$144K	Hold	14,000	–	–	0.05%	191
2024 Q1	$142K	Hold	14,000	–	–	0.06%	188
2023 Q4	$143K	Sell	14,000 -7,500	-35%	-$71.6K	0.06%	183
2023 Q3	$198K	Buy	+21,500	New	+$213K	0.1%	146

Other funds holding PMO

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWM

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Indiana Trust & Investment Management's PMO Position: Q2 2025 in Review

Indiana Trust & Investment Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2025, closing a stake of 3,000 shares — an estimated $30.6K sold.

Indiana Trust & Investment Management first reported a position in PMO in Q3 2023 and held it in 7 quarters. The position peaked at $198K in Q3 2023. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2025.

Indiana Trust & Investment Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2025 after selling out during the quarter.
Indiana Trust & Investment Management sold 3,000 Franklin Municipal Opportunities Trust shares in Q2 2025, an estimated $30.6K.
Indiana Trust & Investment Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2023 and held it in 7 quarters.
Indiana Trust & Investment Management's Franklin Municipal Opportunities Trust position peaked at $198K in Q3 2023.
87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2025, filed 23 Jul 2025.