JY
PMO

Jeff Yass’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Jeff Yass’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 		– Sell
-24,229
Closed -$250K – 14274
2026
Q1 		$250K Buy
24,229
+1,041
+4% +$11K ﹤0.01% 11272
2025
Q4 		$248K Buy
23,188
+2,406
+12% +$25K ﹤0.01% 10394
2025
Q3 		$215K Sell
20,782
-7,770
-27% -$77.4K ﹤0.01% 10839
2025
Q2 		$282K Buy
28,552
+3,283
+13% +$32.3K ﹤0.01% 10487
2025
Q1 		$257K Buy
25,269
+5,061
+25% +$52.7K ﹤0.01% 10412
2024
Q4 		$205K Buy
+20,208
New +$213K ﹤0.01% 10671
2024
Q3 		– Sell
-25,514
Closed -$262K – 12788
2024
Q2 		$262K Buy
25,514
+11,708
+85% +$117K ﹤0.01% 9759
2024
Q1 		$140K Sell
13,806
-15,614
-53% -$160K ﹤0.01% 10961
2023
Q4 		$301K Buy
29,420
+15,573
+112% +$149K ﹤0.01% 9827
2023
Q3 		$127K Sell
13,847
-689
-5% -$6.84K ﹤0.01% 10717
2023
Q2 		$148K Buy
+14,536
New +$147K ﹤0.01% 10593
2021
Q3 		– Sell
-14,920
Closed -$211K – 13367
2021
Q2 		$211K Buy
+14,920
New +$208K ﹤0.01% 11492
2018
Q4 		– Sell
-14,136
Closed -$161K – 9744
2018
Q3 		$161K Buy
+14,136
New +$164K ﹤0.01% 8371
2018
Q2 		– Sell
-10,362
Closed -$121K – 10213
2018
Q1 		$121K Buy
+10,362
New +$124K ﹤0.01% 8626

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

Jeff Yass's PMO Position: Q2 2026 in Review

Jeff Yass sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2026, closing a stake of 24,229 shares — an estimated $250K sold.

Jeff Yass first reported a position in PMO in Q1 2018 and held it in 14 quarters. The position peaked at $301K in Q4 2023. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Jeff Yass reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 24,229 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $250K.
  • Jeff Yass first reported a position in Franklin Municipal Opportunities Trust in Q1 2018 and held it in 14 quarters.
  • Jeff Yass's Franklin Municipal Opportunities Trust position peaked at $301K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.