MWM
PMO

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

Mascoma 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 		$12.6K Hold
1,191
– – ﹤0.01% 308
2026
Q1 		$12.3K Hold
1,191
– – ﹤0.01% 301
2025
Q4 		$12.7K Hold
1,191
– – ﹤0.01% 297
2025
Q3 		$12.3K Hold
1,191
– – ﹤0.01% 307
2025
Q2 		$11.8K Hold
1,191
– – ﹤0.01% 306
2025
Q1 		$12.1K Hold
1,191
– – ﹤0.01% 309
2024
Q4 		$12.1K Hold
1,191
– – ﹤0.01% 329
2024
Q3 		$13K Hold
1,191
– – ﹤0.01% 305
2024
Q2 		$12.2K Hold
1,191
– – ﹤0.01% 318
2024
Q1 		$12.1K Hold
1,191
– – ﹤0.01% 298
2023
Q4 		$12.2K Hold
1,191
– – ﹤0.01% 305
2023
Q3 		$11K Hold
1,191
– – ﹤0.01% 319
2023
Q2 		$11.9K Hold
1,191
– – ﹤0.01% 308
2023
Q1 		$12.3K Hold
1,191
– – ﹤0.01% 388
2022
Q4 		$12.9K Hold
1,191
– – ﹤0.01% 375
2022
Q3 		$12K Hold
1,191
– – ﹤0.01% 381
2022
Q2 		$14K Buy
+1,191
New +$13.2K ﹤0.01% 384
2017
Q3 		– Sell
-300
Closed -$4K – 409
2017
Q2 		$4K Buy
+300
New +$3.71K ﹤0.01% 341

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

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

Mascoma Wealth Management held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 1,191 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Mascoma Wealth Management first reported a position in PMO in Q2 2017 and has held it in 18 quarters since. The position peaked at $14K in Q2 2022. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Mascoma Wealth Management held 1,191 shares of Franklin Municipal Opportunities Trust worth $12.6K as of Q2 2026.
  • Mascoma Wealth Management left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Mascoma Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q2 2017 and has held it in 18 quarters since.
  • Mascoma Wealth Management's Franklin Municipal Opportunities Trust position peaked at $14K in Q2 2022.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.