Park Avenue Securities’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Park Avenue Securities’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	$1.09M	Sell	103,738 -2,295	-2%	-$24K	0.01%	915
2026 Q1	$1.09M	Sell	106,033 -2,319	-2%	-$24.5K	0.01%	775
2025 Q4	$1.16M	Sell	108,352 -2,437	-2%	-$25.3K	0.01%	743
2025 Q3	$1.14M	Sell	110,789 -3,127	-3%	-$31.2K	0.01%	825
2025 Q2	$1.13M	Buy	+113,916	New	+$1.12M	0.01%	736
2025 Q1	–	Sell	-112,497	Closed	-$1.14M	–	1440
2024 Q4	$1.14M	Buy	112,497 +7,450	+7%	+$78.4K	0.01%	692
2024 Q3	$1.15M	Sell	105,047 -7,707	-7%	-$80.8K	0.01%	621
2024 Q2	$1.16M	Sell	112,754 -3,046	-3%	-$30.4K	0.01%	606
2024 Q1	$1.18M	Buy	+115,800	New	+$1.19M	0.02%	590

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

NRW

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Park Avenue Securities's PMO Position: Q2 2026 in Review

Park Avenue Securities reduced its Franklin Municipal Opportunities Trust (PMO) stake by 2.2% in Q2 2026, selling an estimated $24K and leaving 103,738 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #915.

Park Avenue Securities first reported a position in PMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2024. 53 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Park Avenue Securities held 103,738 shares of Franklin Municipal Opportunities Trust worth $1.09M as of Q2 2026.
Park Avenue Securities sold 2,295 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $24K.
Franklin Municipal Opportunities Trust made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #915 holding.
Park Avenue Securities first reported a position in Franklin Municipal Opportunities Trust in Q1 2024 and has held it in 9 quarters since.
Park Avenue Securities's Franklin Municipal Opportunities Trust position peaked at $1.18M in Q1 2024.
53 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.