PWAC
PMO icon

Private Wealth Advisors (California)’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Private Wealth Advisors (California)’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
2025
Q4 		– Sell
-11,093
Closed -$115K – 94
2025
Q3 		$115K Sell
11,093
-681
-6% -$6.79K 0.04% 90
2025
Q2 		$116K Hold
11,774
– – 0.04% 85
2025
Q1 		$120K Hold
11,774
– – 0.04% 85
2024
Q4 		$119K Hold
11,774
– – 0.05% 88
2024
Q3 		$129K Hold
11,774
– – 0.05% 80
2024
Q2 		$120K Hold
11,774
– – 0.05% 79
2024
Q1 		$120K Hold
11,774
– – 0.05% 76
2023
Q4 		$120K Hold
11,774
– – 0.05% 70
2023
Q3 		$108K Hold
11,774
– – 0.05% 75
2023
Q2 		$120K Hold
11,774
– – 0.05% 77
2023
Q1 		$122K Hold
11,774
– – 0.05% 78
2022
Q4 		$128K Hold
11,774
– – 0.04% 79
2022
Q3 		$115K Hold
11,774
– – 0.05% 67
2022
Q2 		$149K Hold
11,774
– – 0.06% 72
2022
Q1 		$137K Hold
11,774
– – 0.04% 77
2021
Q4 		$170K Hold
11,774
– – 0.04% 94
2021
Q3 		$167K Hold
11,774
– – 0.04% 106
2021
Q2 		$166K Hold
11,774
– – 0.05% 89
2021
Q1 		$158K Hold
11,774
– – 0.05% 81
2020
Q4 		$160K Buy
11,774
+47
+0.4% +$623 0.06% 74
2020
Q3 		$152K Buy
11,727
+141
+1% +$1.88K 0.08% 58
2020
Q2 		$148K Buy
11,586
+152
+1% +$1.87K 0.1% 50
2020
Q1 		$136K Sell
11,434
-4,131
-27% -$53.4K 0.11% 50
2019
Q4 		$205K Sell
15,565
-677
-4% -$8.88K 0.12% 75
2019
Q3 		$212K Buy
16,242
+1,243
+8% +$16.3K 0.14% 58
2019
Q2 		$184K Hold
14,999
– – 0.13% 58
2019
Q1 		$184K Buy
14,999
+297
+2% +$3.54K 0.13% 58
2018
Q4 		$165K Buy
+14,702
New +$165K 0.13% 55

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Private Wealth Advisors (California)'s PMO Position: Q4 2025 in Review

Private Wealth Advisors (California) sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2025, closing a stake of 11,093 shares — an estimated $115K sold.

Private Wealth Advisors (California) first reported a position in PMO in Q4 2018 and held it in 28 quarters. The position peaked at $212K in Q3 2019. 88 funds tracked by Wall St. Rank hold PMO as of Q4 2025.

  • Private Wealth Advisors (California) reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 11,093 Franklin Municipal Opportunities Trust shares in Q4 2025, an estimated $115K.
  • Private Wealth Advisors (California) first reported a position in Franklin Municipal Opportunities Trust in Q4 2018 and held it in 28 quarters.
  • Private Wealth Advisors (California)'s Franklin Municipal Opportunities Trust position peaked at $212K in Q3 2019.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2025.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2025, filed 6 Feb 2026.