MC
PMO

Moors & Cabot’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Moors & Cabot’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
Q1 		$144K Buy
13,980
+142
+1% +$1.5K 0.01% 884
2025
Q4 		$148K Buy
13,838
+1,620
+13% +$16.9K 0.01% 872
2025
Q3 		$126K Buy
12,218
+769
+7% +$7.67K 0.01% 871
2025
Q2 		$113K Sell
11,449
-5,646
-33% -$55.6K 0.01% 847
2025
Q1 		$174K Buy
17,095
+141
+0.8% +$1.47K 0.01% 809
2024
Q4 		$172K Buy
16,954
+101
+0.6% +$1.06K 0.01% 826
2024
Q3 		$184K Buy
16,853
+2,600
+18% +$27.3K 0.01% 810
2024
Q2 		$146K Buy
14,253
+344
+2% +$3.43K 0.01% 793
2024
Q1 		$141K Buy
13,909
+1,570
+13% +$16.1K 0.01% 845
2023
Q4 		$126K Buy
12,339
+99
+0.8% +$945 0.01% 794
2023
Q3 		$113K Buy
12,240
+90
+0.7% +$894 0.01% 787
2023
Q2 		$124K Buy
12,150
+1,103
+10% +$11.2K 0.01% 787
2023
Q1 		$114K Sell
11,047
-1,198
-10% -$13.8K 0.01% 801
2022
Q4 		$133K Buy
12,245
+135
+1% +$1.43K 0.01% 784
2022
Q3 		$119K Buy
12,110
+1,146
+10% +$13.4K 0.01% 749
2022
Q2 		$129K Buy
+10,964
New +$121K 0.01% 741

Other funds holding PMO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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 $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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 $530B AUM 22.01% 1-Year Est. Return

Moors & Cabot's PMO Position: Q1 2026 in Review

Moors & Cabot increased its Franklin Municipal Opportunities Trust (PMO) stake by 1% in Q1 2026, buying an estimated $1.5K and bringing the position to 13,980 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #884.

Moors & Cabot first reported a position in PMO in Q2 2022 and has held it in 16 quarters since. The position peaked at $184K in Q3 2024. 87 funds tracked by Wall St. Rank hold PMO as of Q1 2026.

  • Moors & Cabot held 13,980 shares of Franklin Municipal Opportunities Trust worth $144K as of Q1 2026.
  • Moors & Cabot bought 142 Franklin Municipal Opportunities Trust shares in Q1 2026, an estimated $1.5K.
  • Franklin Municipal Opportunities Trust made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #884 holding.
  • Moors & Cabot first reported a position in Franklin Municipal Opportunities Trust in Q2 2022 and has held it in 16 quarters since.
  • Moors & Cabot's Franklin Municipal Opportunities Trust position peaked at $184K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.