IAIM
PMO

International Assets Investment Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

International Assets 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
2026
Q2 		$16.9K Buy
1,576
+342
+28% +$3.57K ﹤0.01% 1670
2026
Q1 		$12.7K Buy
1,234
+5
+0.4% +$53 ﹤0.01% 1625
2025
Q4 		$13.2K Buy
+1,229
New +$12.8K ﹤0.01% 1584
2024
Q4 		– Sell
-1,187
Closed -$12.9K – 1598
2024
Q3 		$12.9K Buy
1,187
+11
+0.9% +$115 ﹤0.01% 1502
2024
Q2 		$12.1K Buy
+1,176
New +$11.7K ﹤0.01% 1616
2021
Q2 		– Sell
-11,522
Closed -$156K – 1519
2021
Q1 		$156K Buy
11,522
+5,889
+105% +$79.9K 0.01% 573
2020
Q4 		$77K Buy
+5,633
New +$74.7K 0.01% 684

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

International Assets Investment Management's PMO Position: Q2 2026 in Review

International Assets Investment Management increased its Franklin Municipal Opportunities Trust (PMO) stake by 28% in Q2 2026, buying an estimated $3.57K and bringing the position to 1,576 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

International Assets Investment Management first reported a position in PMO in Q4 2020 and has held it in 7 quarters since. The position peaked at $156K in Q1 2021. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • International Assets Investment Management held 1,576 shares of Franklin Municipal Opportunities Trust worth $16.9K as of Q2 2026.
  • International Assets Investment Management bought 342 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $3.57K.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1670 holding.
  • International Assets Investment Management first reported a position in Franklin Municipal Opportunities Trust in Q4 2020 and has held it in 7 quarters since.
  • International Assets Investment Management's Franklin Municipal Opportunities Trust position peaked at $156K in Q1 2021.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.