Northwestern Mutual Wealth Management
PMO

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

Northwestern Mutual 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
Q1 		$204K Sell
19,778
-600
-3% -$6.35K ﹤0.01% 1898
2025
Q4 		$218K Hold
20,378
– – ﹤0.01% 1831
2025
Q3 		$211K Sell
20,378
-245
-1% -$2.44K ﹤0.01% 1775
2025
Q2 		$204K Sell
20,623
-5,877
-22% -$57.9K ﹤0.01% 1735
2025
Q1 		$270K Sell
26,500
-21,880
-45% -$228K ﹤0.01% 1547
2024
Q4 		$490K Sell
48,380
-1,497
-3% -$15.7K ﹤0.01% 1330
2024
Q3 		$544K Buy
49,877
+16,957
+52% +$178K ﹤0.01% 1272
2024
Q2 		$338K Sell
32,920
-20,138
-38% -$201K ﹤0.01% 1382
2024
Q1 		$539K Sell
53,058
-597
-1% -$6.14K ﹤0.01% 1219
2023
Q4 		$549K Sell
53,655
-14,138
-21% -$135K ﹤0.01% 1167
2023
Q3 		$624K Buy
67,793
+26,720
+65% +$265K ﹤0.01% 1081
2023
Q2 		$419K Sell
41,073
-8,742
-18% -$88.7K ﹤0.01% 1210
2023
Q1 		$516K Buy
49,815
+510
+1% +$5.87K ﹤0.01% 1117
2022
Q4 		$535K Sell
49,305
-3,688
-7% -$39K ﹤0.01% 1080
2022
Q3 		$519K Sell
52,993
-5,799
-10% -$68.1K ﹤0.01% 1027
2022
Q2 		$693K Sell
58,792
-122,986
-68% -$1.36M ﹤0.01% 934
2022
Q1 		$2.12M Buy
181,778
+103,046
+131% +$1.29M ﹤0.01% 627
2021
Q4 		$1.13M Buy
78,732
+434
+0.6% +$6.05K ﹤0.01% 783
2021
Q3 		$1.07M Sell
78,298
-908
-1% -$13K ﹤0.01% 743
2021
Q2 		$1.12M Buy
79,206
+810
+1% +$11.3K ﹤0.01% 727
2021
Q1 		$1.05M Sell
78,396
-152,052
-66% -$2.06M ﹤0.01% 686
2020
Q4 		$3.15M Buy
230,448
+30,601
+15% +$406K 0.01% 394
2020
Q3 		$2.59M Buy
199,847
+37,595
+23% +$501K 0.01% 385
2020
Q2 		$2.07M Buy
162,252
+65,604
+68% +$807K 0.01% 401
2020
Q1 		$1.15M Buy
96,648
+7,075
+8% +$91.5K ﹤0.01% 456
2019
Q4 		$1.18M Sell
89,573
-2,061
-2% -$27K ﹤0.01% 484
2019
Q3 		$1.2M Buy
91,634
+7,372
+9% +$96.7K ﹤0.01% 455
2019
Q2 		$1.07M Buy
84,262
+64,658
+330% +$803K ﹤0.01% 460
2019
Q1 		$240K Buy
19,604
+19,487
+16,656% +$232K ﹤0.01% 808
2018
Q4 		$1K Sell
117
-8,186
-99% -$91.8K ﹤0.01% 2306
2018
Q3 		$95K Hold
8,303
– – ﹤0.01% 1056
2018
Q2 		$97K Hold
8,303
– – ﹤0.01% 1008
2018
Q1 		$97K Hold
8,303
– – ﹤0.01% 962
2017
Q4 		$103K Sell
8,303
-500
-6% -$6.27K ﹤0.01% 914
2017
Q3 		$111K Hold
8,803
– – ﹤0.01% 857
2017
Q2 		$110K Hold
8,803
– – ﹤0.01% 849
2017
Q1 		$106K Hold
8,803
– – ﹤0.01% 812
2016
Q4 		$105K Buy
+8,803
New +$108K ﹤0.01% 810
2016
Q3 		– Sell
-8,403
Closed -$112K – 1169
2016
Q2 		$112K Buy
8,403
+100
+1% +$1.31K ﹤0.01% 696
2016
Q1 		$105K Hold
8,303
– – ﹤0.01% 686
2015
Q4 		$102K Hold
8,303
– – ﹤0.01% 627
2015
Q3 		$99K Hold
8,303
– – ﹤0.01% 584
2015
Q2 		$96K Buy
8,303
+5,656
+214% +$67.6K ﹤0.01% 557
2015
Q1 		$32K Buy
+2,647
New +$32.4K ﹤0.01% 756
2014
Q4 		– Sell
-1,913
Closed -$22K – 1793
2014
Q3 		$22K Buy
+1,913
New +$22.3K ﹤0.01% 804

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

Northwestern Mutual Wealth Management's PMO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Franklin Municipal Opportunities Trust (PMO) stake by 2.9% in Q1 2026, selling an estimated $6.35K and leaving 19,778 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Northwestern Mutual Wealth Management first reported a position in PMO in Q3 2014 and has held it in 45 quarters since. The position peaked at $3.15M in Q4 2020. 87 funds tracked by Wall St. Rank hold PMO as of Q1 2026.

  • Northwestern Mutual Wealth Management held 19,778 shares of Franklin Municipal Opportunities Trust worth $204K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 600 Franklin Municipal Opportunities Trust shares in Q1 2026, an estimated $6.35K.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1898 holding.
  • Northwestern Mutual Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2014 and has held it in 45 quarters since.
  • Northwestern Mutual Wealth Management's Franklin Municipal Opportunities Trust position peaked at $3.15M in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.