P
PMO

&Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

&Partners’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 		$336K Sell
31,844
-2,218
-7% -$23.2K ﹤0.01% 2066
2026
Q1 		$351K Buy
34,062
+2,730
+9% +$28.9K ﹤0.01% 1889
2025
Q4 		$335K Buy
+31,332
New +$326K ﹤0.01% 1848

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

&Partners's PMO Position: Q2 2026 in Review

&Partners reduced its Franklin Municipal Opportunities Trust (PMO) stake by 6.5% in Q2 2026, selling an estimated $23.2K and leaving 31,844 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

&Partners first reported a position in PMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $351K in Q1 2026. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • &Partners held 31,844 shares of Franklin Municipal Opportunities Trust worth $336K as of Q2 2026.
  • &Partners sold 2,218 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $23.2K.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2066 holding.
  • &Partners first reported a position in Franklin Municipal Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • &Partners's Franklin Municipal Opportunities Trust position peaked at $351K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.