Integrated Capital Management (Pennsylvania)’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Integrated Capital Management (Pennsylvania)’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
2026 Q2	$190K	Sell	18,014 -2,062	-10%	-$21.5K	0.13%	49
2026 Q1	$207K	Sell	20,076 -2,832	-12%	-$30K	0.14%	46
2025 Q4	$245K	Sell	22,908 -243	-1%	-$2.53K	0.16%	50
2025 Q3	$239K	Sell	23,151 -1,867	-7%	-$18.6K	0.17%	50
2025 Q2	$247K	Buy	25,018 +3,958	+19%	+$39K	0.19%	49
2025 Q1	$215K	Buy	21,060 +735	+4%	+$7.66K	0.17%	51
2024 Q4	$206K	Buy	20,325 +1,932	+11%	+$20.3K	0.16%	50
2024 Q3	$200K	Sell	18,393 -6	-0%	-$63	0.15%	57
2024 Q2	$189K	Buy	18,399 +1,805	+11%	+$18K	0.15%	67
2024 Q1	$169K	Buy	+16,594	New	+$171K	0.14%	63

Other funds holding PMO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Integrated Capital Management (Pennsylvania)'s PMO Position: Q2 2026 in Review

Integrated Capital Management (Pennsylvania) reduced its Franklin Municipal Opportunities Trust (PMO) stake by 10% in Q2 2026, selling an estimated $21.5K and leaving 18,014 shares worth $190K. The position accounts for 0.13% of the portfolio, ranked #49.

Integrated Capital Management (Pennsylvania) first reported a position in PMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $247K in Q2 2025. 29 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Integrated Capital Management (Pennsylvania) held 18,014 shares of Franklin Municipal Opportunities Trust worth $190K as of Q2 2026.
Integrated Capital Management (Pennsylvania) sold 2,062 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $21.5K.
Franklin Municipal Opportunities Trust made up 0.13% of Integrated Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #49 holding.
Integrated Capital Management (Pennsylvania) first reported a position in Franklin Municipal Opportunities Trust in Q1 2024 and has held it in 10 quarters since.
Integrated Capital Management (Pennsylvania)'s Franklin Municipal Opportunities Trust position peaked at $247K in Q2 2025.
29 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 7 Jul 2026.