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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
Q3 		$724K Sell
79,196
-3,275
-4% -$33.4K 0.32% 82
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

ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Noble Wealth Management PBC's PMO Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Franklin Municipal Opportunities Trust (PMO) stake by 4% in Q3 2026, selling an estimated $33.4K and leaving 79,196 shares worth $724K. The position accounts for 0.32% of the portfolio, ranked #82.

Noble Wealth Management PBC first reported a position in PMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $869K in Q2 2026. 4 funds tracked by Wall St. Rank hold PMO as of Q3 2026.

  • Noble Wealth Management PBC held 79,196 shares of Franklin Municipal Opportunities Trust worth $724K as of Q3 2026.
  • Noble Wealth Management PBC sold 3,275 Franklin Municipal Opportunities Trust shares in Q3 2026, an estimated $33.4K.
  • Franklin Municipal Opportunities Trust made up 0.32% of Noble Wealth Management PBC's portfolio in Q3 2026, its #82 holding.
  • Noble Wealth Management PBC first reported a position in Franklin Municipal Opportunities Trust in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Franklin Municipal Opportunities Trust position peaked at $869K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.