Koshinski Asset Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Koshinski Asset 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
2022 Q3	–	Sell	-14,868	Closed	-$175K	–	609
2022 Q2	$175K	Buy	14,868 +208	+1%	+$2.3K	0.02%	560
2022 Q1	$171K	Sell	14,660 -15,115	-51%	-$189K	0.01%	643
2021 Q4	$429K	Buy	29,775 +338	+1%	+$4.71K	0.03%	424
2021 Q3	$403K	Buy	29,437 +14,475	+97%	+$208K	0.04%	433
2021 Q2	$212K	Sell	14,962 -13,838	-48%	-$193K	0.03%	517
2021 Q1	$386K	Buy	+28,800	New	+$391K	0.04%	414
2020 Q1	–	Sell	-16,800	Closed	-$221K	–	501
2019 Q4	$221K	Hold	16,800	–	–	0.04%	459
2019 Q3	$220K	Hold	16,800	–	–	0.15%	139
2019 Q2	$213K	Hold	16,800	–	–	0.09%	247
2019 Q1	$206	Hold	16,800	–	–	0.06%	359
2018 Q4	$189K	Sell	16,800 -7,000	-29%	-$78.5K	0.05%	375
2018 Q3	$272K	Buy	+23,800	New	+$276K	0.04%	437

Other funds holding PMO

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Koshinski Asset Management's PMO Position: Q3 2022 in Review

Koshinski Asset Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2022, closing a stake of 14,868 shares — an estimated $175K sold.

Koshinski Asset Management first reported a position in PMO in Q3 2018 and held it in 12 quarters. The position peaked at $429K in Q4 2021. 73 funds tracked by Wall St. Rank hold PMO as of Q3 2022.

Koshinski Asset Management reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2022 after selling out during the quarter.
Koshinski Asset Management sold 14,868 Franklin Municipal Opportunities Trust shares in Q3 2022, an estimated $175K.
Koshinski Asset Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2018 and held it in 12 quarters.
Koshinski Asset Management's Franklin Municipal Opportunities Trust position peaked at $429K in Q4 2021.
73 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2022.

Based on Koshinski Asset Management's 13F filing for Q3 2022, filed 18 Oct 2022.