Nova R Wealth’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Nova R Wealth’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	$981K	Hold	93,059	–	–	0.29%	43
2026 Q1	$959K	Hold	93,059	–	–	0.31%	44
2025 Q4	$996K	Hold	93,059	–	–	0.36%	43
2025 Q3	$961K	Hold	93,059	–	–	0.41%	38
2025 Q2	$920K	Hold	93,059	–	–	0.43%	40
2025 Q1	$948K	Hold	93,059	–	–	0.47%	40
2024 Q4	$943K	Hold	93,059	–	–	0.48%	40
2024 Q3	$1.01M	Sell	93,059 -6,938	-7%	-$72.8K	0.5%	40
2024 Q2	$1.03M	Hold	99,997	–	–	0.53%	39
2024 Q1	$1.02M	Hold	99,997	–	–	0.53%	38
2023 Q4	$1.02M	Hold	99,997	–	–	0.64%	33
2023 Q3	$920K	Hold	99,997	–	–	0.64%	31
2023 Q2	$1.02M	Sell	99,997 -690	-0.7%	-$7K	0.68%	29
2023 Q1	$1.04M	Hold	100,687	–	–	0.71%	29
2022 Q4	$1.09M	Hold	100,687	–	–	0.8%	24
2022 Q3	$987K	Hold	100,687	–	–	0.8%	25
2022 Q2	$1.19M	Hold	100,687	–	–	0.98%	23
2022 Q1	$1.17M	Hold	100,687	–	–	1%	22
2021 Q4	$1.45M	Buy	+100,687	New	+$1.4M	1.17%	19

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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nova R Wealth's PMO Position: Q2 2026 in Review

Nova R Wealth held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 93,059 shares worth $981K. The position accounts for 0.29% of the portfolio, ranked #43.

Nova R Wealth first reported a position in PMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2021. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Nova R Wealth held 93,059 shares of Franklin Municipal Opportunities Trust worth $981K as of Q2 2026.
Nova R Wealth left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
Franklin Municipal Opportunities Trust made up 0.29% of Nova R Wealth's portfolio in Q2 2026, its #43 holding.
Nova R Wealth first reported a position in Franklin Municipal Opportunities Trust in Q4 2021 and has held it in 19 quarters since.
Nova R Wealth's Franklin Municipal Opportunities Trust position peaked at $1.45M in Q4 2021.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.