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

Powell 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
2022 Q2	–	Sell	-58,496	Closed	-$685K	–	148
2022 Q1	$685K	Sell	58,496 -2,364	-4%	-$29.6K	0.4%	37
2021 Q4	$880K	Buy	60,860 +602	+1%	+$8.4K	0.5%	28
2021 Q3	$829K	Buy	60,258 +565	+0.9%	+$8.12K	0.51%	29
2021 Q2	$847K	Buy	59,693 +588	+1%	+$8.19K	0.52%	27
2021 Q1	$795K	Buy	59,105 +965	+2%	+$13.1K	0.52%	26
2020 Q4	$801K	Buy	58,140 +600	+1%	+$7.96K	0.61%	22
2020 Q3	$749K	Buy	57,540 +588	+1%	+$7.83K	0.64%	24
2020 Q2	$731K	Buy	56,952 +641	+1%	+$7.89K	0.71%	22
2020 Q1	$675K	Buy	56,311 +568	+1%	+$7.34K	0.82%	19
2019 Q4	$736K	Buy	+55,743	New	+$732K	0.77%	23

Other funds holding PMO

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Powell Investment Advisors's PMO Position: Q2 2022 in Review

Powell Investment Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2022, closing a stake of 58,496 shares — an estimated $685K sold.

Powell Investment Advisors first reported a position in PMO in Q4 2019 and held it in 10 quarters. The position peaked at $880K in Q4 2021. 77 funds tracked by Wall St. Rank hold PMO as of Q2 2022.

Powell Investment Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2022 after selling out during the quarter.
Powell Investment Advisors sold 58,496 Franklin Municipal Opportunities Trust shares in Q2 2022, an estimated $685K.
Powell Investment Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2019 and held it in 10 quarters.
Powell Investment Advisors's Franklin Municipal Opportunities Trust position peaked at $880K in Q4 2021.
77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2022.

Based on Powell Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.