KIM
PMO

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

Karpus 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 		$179K Sell
16,955
-46,689
-73% -$487K 0.01% 229
2026
Q1 		$656K Sell
63,644
-97,922
-61% -$1.04M 0.02% 204
2025
Q4 		$1.73M Sell
161,566
-94,926
-37% -$987K 0.05% 168
2025
Q3 		$2.65M Buy
256,492
+24,500
+11% +$244K 0.08% 144
2025
Q2 		$2.29M Buy
231,992
+132,444
+133% +$1.3M 0.07% 151
2025
Q1 		$1.01M Buy
99,548
+1,510
+2% +$15.7K 0.03% 167
2024
Q4 		$993K Buy
98,038
+36,188
+59% +$381K 0.03% 178
2024
Q3 		$674K Buy
+61,850
New +$649K 0.02% 193
2019
Q2 		– Sell
-56,883
Closed -$701K – 205
2019
Q1 		$701K Sell
56,883
-78,434
-58% -$936K 0.03% 162
2018
Q4 		$1.52M Sell
135,317
-1,482,931
-92% -$16.6M 0.06% 138
2018
Q3 		$18.5M Buy
1,618,248
+33,500
+2% +$389K 0.75% 35
2018
Q2 		$18.3M Buy
1,584,748
+1,247,243
+370% +$14.5M 0.8% 30
2018
Q1 		$3.94M Buy
+337,505
New +$4.03M 0.18% 82
2017
Q1 		– Sell
-17,324
Closed -$207K – 168
2016
Q4 		$207K Buy
17,324
+6,450
+59% +$79.2K 0.01% 149
2016
Q3 		$145K Sell
10,874
-62,642
-85% -$840K 0.01% 155
2016
Q2 		$984K Sell
73,516
-1,000,856
-93% -$13.1M 0.05% 126
2016
Q1 		$13.6M Sell
1,074,372
-790,471
-42% -$9.87M 0.62% 56
2015
Q4 		$22.9M Sell
1,864,843
-14,935
-0.8% -$179K 1.03% 29
2015
Q3 		$22.5M Buy
1,879,778
+16,121
+0.9% +$190K 1.04% 29
2015
Q2 		$21.6M Buy
1,863,657
+86,616
+5% +$1.03M 1.01% 29
2015
Q1 		$21.8M Buy
1,777,041
+160,312
+10% +$1.96M 1.01% 31
2014
Q4 		$19.4M Buy
1,616,729
+234,195
+17% +$2.78M 0.92% 38
2014
Q3 		$16.2M Buy
1,382,534
+65,615
+5% +$764K 0.78% 42
2014
Q2 		$15.5M Buy
1,316,919
+48,766
+4% +$567K 0.74% 43
2014
Q1 		$14.4M Sell
1,268,153
-26,761
-2% -$302K 0.75% 37
2013
Q4 		$13.9M Buy
1,294,914
+200,568
+18% +$2.17M 0.77% 36
2013
Q3 		$12M Buy
1,094,346
+1,404
+0.1% +$15.2K 0.76% 35
2013
Q2 		$12.6M Buy
+1,092,942
New +$13.4M 0.88% 33

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

Karpus Investment Management's PMO Position: Q2 2026 in Review

Karpus Investment Management reduced its Franklin Municipal Opportunities Trust (PMO) stake by 73% in Q2 2026, selling an estimated $487K and leaving 16,955 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #229.

Karpus Investment Management first reported a position in PMO in Q2 2013 and has held it in 28 quarters since. The position peaked at $22.9M in Q4 2015. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Karpus Investment Management held 16,955 shares of Franklin Municipal Opportunities Trust worth $179K as of Q2 2026.
  • Karpus Investment Management sold 46,689 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $487K.
  • Franklin Municipal Opportunities Trust made up 0.01% of Karpus Investment Management's portfolio in Q2 2026, its #229 holding.
  • Karpus Investment Management first reported a position in Franklin Municipal Opportunities Trust in Q2 2013 and has held it in 28 quarters since.
  • Karpus Investment Management's Franklin Municipal Opportunities Trust position peaked at $22.9M in Q4 2015.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.