OIA
PMO

Oakmont Investment Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Oakmont Investment Advisors’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 		$105K Hold
10,000
– – 0.07% 115
2026
Q1 		$103K Sell
10,000
-4,100
-29% -$43.4K 0.09% 98
2025
Q4 		$151K Buy
+14,100
New +$147K 0.11% 118

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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 $617B AUM 30.33% 1-Year Est. Return

Oakmont Investment Advisors's PMO Position: Q2 2026 in Review

Oakmont Investment Advisors held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 10,000 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #115.

Oakmont Investment Advisors first reported a position in PMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $151K in Q4 2025. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Oakmont Investment Advisors held 10,000 shares of Franklin Municipal Opportunities Trust worth $105K as of Q2 2026.
  • Oakmont Investment Advisors left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Franklin Municipal Opportunities Trust made up 0.07% of Oakmont Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • Oakmont Investment Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • Oakmont Investment Advisors's Franklin Municipal Opportunities Trust position peaked at $151K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.