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 Q3	–	Sell	-1,191	Closed	-$12.6K	–	641
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Mascoma Wealth Management's PMO Position: Q3 2026 in Review

Mascoma Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2026, closing a stake of 1,191 shares — an estimated $12.6K sold.

Mascoma Wealth Management first reported a position in PMO in Q2 2017 and held it in 18 quarters. The position peaked at $14K in Q2 2022. 15 funds tracked by Wall St. Rank hold PMO as of Q3 2026.

Mascoma Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2026 after selling out during the quarter.
Mascoma Wealth Management sold 1,191 Franklin Municipal Opportunities Trust shares in Q3 2026, an estimated $12.6K.
Mascoma Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q2 2017 and held it in 18 quarters.
Mascoma Wealth Management's Franklin Municipal Opportunities Trust position peaked at $14K in Q2 2022.
15 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.