MWM
PMO

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

Melfa 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 		$4.84M Sell
459,506
-12,897
-3% -$135K 2.61% 5
2026
Q1 		$4.87M Hold
472,403
– – 2.79% 4
2025
Q4 		$5.05M Sell
472,403
-8,041
-2% -$83.6K 2.91% 4
2025
Q3 		$4.96M Hold
480,444
– – 2.91% 3
2025
Q2 		$4.75M Sell
480,444
-350
-0.1% -$3.45K 3% 3
2025
Q1 		$4.9M Sell
480,794
-56
-0% -$583 3.31% 3
2024
Q4 		$4.87M Hold
480,850
– – 3.26% 3
2024
Q3 		$5.24M Sell
480,850
-1,029
-0.2% -$10.8K 3.46% 3
2024
Q2 		$4.94M Sell
481,879
-492
-0.1% -$4.91K 3.46% 3
2024
Q1 		$4.9M Sell
482,371
-2,596
-0.5% -$26.7K 3.54% 2
2023
Q4 		$4.96M Buy
484,967
+674
+0.1% +$6.43K 4.67% 2
2023
Q3 		$4.46M Sell
484,293
-1,921
-0.4% -$19.1K 4.84% 2
2023
Q2 		$4.96M Buy
486,214
+1,465
+0.3% +$14.9K 5.03% 2
2023
Q1 		$5.02M Buy
484,749
+5,114
+1% +$58.9K 5.02% 2
2022
Q4 		$5.2M Buy
+479,635
New +$5.08M 5.44% 2

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
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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Melfa Wealth Management reduced its Franklin Municipal Opportunities Trust (PMO) stake by 2.7% in Q2 2026, selling an estimated $135K and leaving 459,506 shares worth $4.84M. The position accounts for 2.61% of the portfolio, ranked #5.

Melfa Wealth Management first reported a position in PMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.24M in Q3 2024. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Melfa Wealth Management held 459,506 shares of Franklin Municipal Opportunities Trust worth $4.84M as of Q2 2026.
  • Melfa Wealth Management sold 12,897 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $135K.
  • Franklin Municipal Opportunities Trust made up 2.61% of Melfa Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Melfa Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's Franklin Municipal Opportunities Trust position peaked at $5.24M in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

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