Prospera Financial Services’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Prospera Financial Services’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	-10,432	Closed	-$108K	–	1421
2025 Q3	$108K	Buy	10,432 +94	+0.9%	+$937	﹤0.01%	1320
2025 Q2	$102K	Buy	+10,338	New	+$102K	﹤0.01%	1281
2022 Q2	–	Sell	-284	Closed	-$3K	–	2336
2022 Q1	$3K	Buy	+284	New	+$3.56K	﹤0.01%	2408
2020 Q4	–	Sell	-537	Closed	-$7K	–	1316
2020 Q3	$7K	Buy	+537	New	+$7.15K	﹤0.01%	1214

Other funds holding PMO

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Prospera Financial Services's PMO Position: Q4 2025 in Review

Prospera Financial Services sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2025, closing a stake of 10,432 shares — an estimated $108K sold.

Prospera Financial Services first reported a position in PMO in Q3 2020 and held it in 4 quarters. The position peaked at $108K in Q3 2025. 88 funds tracked by Wall St. Rank hold PMO as of Q4 2025.

Prospera Financial Services reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 10,432 Franklin Municipal Opportunities Trust shares in Q4 2025, an estimated $108K.
Prospera Financial Services first reported a position in Franklin Municipal Opportunities Trust in Q3 2020 and held it in 4 quarters.
Prospera Financial Services's Franklin Municipal Opportunities Trust position peaked at $108K in Q3 2025.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.