LWM
PMO

Lyell Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Lyell Wealth 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 		$122K Buy
+11,531
New +$120K 0.01% 231

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

Lyell Wealth Management's PMO Position: Q2 2026 in Review

Lyell Wealth Management opened a new position in Franklin Municipal Opportunities Trust (PMO) in Q2 2026: 11,531 shares worth $122K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings.

88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Lyell Wealth Management held 11,531 shares of Franklin Municipal Opportunities Trust worth $122K as of Q2 2026.
  • Franklin Municipal Opportunities Trust was a new Lyell Wealth Management position in Q2 2026.
  • Franklin Municipal Opportunities Trust made up 0.01% of Lyell Wealth Management's portfolio in Q2 2026, its #231 holding.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.