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

Noble Wealth Management PBC’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	$869K	Buy	82,471 +39,721	+93%	+$415K	0.39%	72
2026 Q1	$440K	Buy	42,750 +1,150	+3%	+$12.2K	0.22%	94
2025 Q4	$445K	Sell	41,600 -2,400	-5%	-$25K	0.22%	95
2025 Q3	$455K	Buy	+44,000	New	+$439K	0.24%	91
2025 Q1	$117K	Sell	11,500 -2,300	-17%	-$24K	0.08%	157
2024 Q4	$140K	Buy	+13,800	New	+$145K	0.1%	138

Other funds holding PMO

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

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

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Noble Wealth Management PBC's PMO Position: Q2 2026 in Review

Noble Wealth Management PBC increased its Franklin Municipal Opportunities Trust (PMO) stake by 93% in Q2 2026, buying an estimated $415K and bringing the position to 82,471 shares worth $869K. The position accounts for 0.39% of the portfolio, ranked #72.

Noble Wealth Management PBC first reported a position in PMO in Q4 2024 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Noble Wealth Management PBC held 82,471 shares of Franklin Municipal Opportunities Trust worth $869K as of Q2 2026.
Noble Wealth Management PBC bought 39,721 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $415K.
Franklin Municipal Opportunities Trust made up 0.39% of Noble Wealth Management PBC's portfolio in Q2 2026, its #72 holding.
Noble Wealth Management PBC first reported a position in Franklin Municipal Opportunities Trust in Q4 2024 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.