KG
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Kilter Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Kilter Group’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
Q1 		– Sell
-1,255
Closed -$13.4K – 1661
2025
Q4 		$13.4K Buy
1,255
+74
+6% +$770 0.01% 278
2025
Q3 		$12.2K Buy
+1,181
New +$11.8K 0.01% 294

Other funds holding PMO

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $3.42B AUM 25.82% 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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

Kilter Group's PMO Position: Q1 2026 in Review

Kilter Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2026, closing a stake of 1,255 shares — an estimated $13.4K sold.

Kilter Group first reported a position in PMO in Q3 2025 and held it in 2 quarters. The position peaked at $13.4K in Q4 2025. 88 funds tracked by Wall St. Rank hold PMO as of Q1 2026.

  • Kilter Group reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2026 after selling out during the quarter.
  • Kilter Group sold 1,255 Franklin Municipal Opportunities Trust shares in Q1 2026, an estimated $13.4K.
  • Kilter Group first reported a position in Franklin Municipal Opportunities Trust in Q3 2025 and held it in 2 quarters.
  • Kilter Group's Franklin Municipal Opportunities Trust position peaked at $13.4K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.