MAI Capital Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

MAI Capital 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	–	Sell	-7,201	Closed	-$74.2K	–	4015
2026 Q1	$74.2K	Hold	7,201	–	–	﹤0.01%	1990
2025 Q4	$77.1K	Hold	7,201	–	–	﹤0.01%	1778
2025 Q3	$74.4K	Hold	7,201	–	–	﹤0.01%	1709
2025 Q2	$71.2K	Hold	7,201	–	–	﹤0.01%	1654
2025 Q1	$73.4K	Hold	7,201	–	–	﹤0.01%	1546
2024 Q4	$72.9K	Buy	+7,201	New	+$75.7K	﹤0.01%	1579

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAI Capital Management's PMO Position: Q2 2026 in Review

MAI Capital Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2026, closing a stake of 7,201 shares — an estimated $74.2K sold.

MAI Capital Management first reported a position in PMO in Q4 2024 and held it in 6 quarters. The position peaked at $77.1K in Q4 2025. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

MAI Capital Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 7,201 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $74.2K.
MAI Capital Management first reported a position in Franklin Municipal Opportunities Trust in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Franklin Municipal Opportunities Trust position peaked at $77.1K in Q4 2025.
87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

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