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

Intellus 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
2026 Q2	$961K	Sell	91,217 -4,668	-5%	-$48.7K	0.12%	53
2026 Q1	$988K	Sell	95,885 -5,134	-5%	-$54.3K	0.14%	48
2025 Q4	$1.08M	Sell	101,019 -1,444	-1%	-$15K	0.14%	47
2025 Q3	$1.06M	Sell	102,463 -24,001	-19%	-$239K	0.14%	47
2025 Q2	$1.25M	Buy	126,464 +2,267	+2%	+$22.3K	0.19%	44
2025 Q1	$1.27M	Sell	124,197 -2,734	-2%	-$28.5K	0.22%	42
2024 Q4	$1.29M	Buy	+126,931	New	+$1.33M	0.22%	42

Other funds holding PMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intellus Advisors's PMO Position: Q2 2026 in Review

Intellus Advisors reduced its Franklin Municipal Opportunities Trust (PMO) stake by 4.9% in Q2 2026, selling an estimated $48.7K and leaving 91,217 shares worth $961K. The position accounts for 0.12% of the portfolio, ranked #53.

Intellus Advisors first reported a position in PMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2024. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Intellus Advisors held 91,217 shares of Franklin Municipal Opportunities Trust worth $961K as of Q2 2026.
Intellus Advisors sold 4,668 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $48.7K.
Franklin Municipal Opportunities Trust made up 0.12% of Intellus Advisors's portfolio in Q2 2026, its #53 holding.
Intellus Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2024 and has held it in 7 quarters since.
Intellus Advisors's Franklin Municipal Opportunities Trust position peaked at $1.29M in Q4 2024.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.