Raymond James Financial’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Raymond James Financial’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 Q1	$938K	Buy	91,054 +24,685	+37%	+$261K	﹤0.01%	3899
2025 Q4	$710K	Buy	66,369 +660	+1%	+$6.87K	﹤0.01%	4011
2025 Q3	$679K	Sell	65,709 -4,465	-6%	-$44.5K	﹤0.01%	3933
2025 Q2	$694K	Sell	70,174 -6,503	-8%	-$64K	﹤0.01%	3799
2025 Q1	$781K	Sell	76,677 -13,776	-15%	-$144K	﹤0.01%	3660
2024 Q4	$916K	Buy	+90,453	New	+$951K	﹤0.01%	3506

Other funds holding PMO

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial's PMO Position: Q1 2026 in Review

Raymond James Financial increased its Franklin Municipal Opportunities Trust (PMO) stake by 37% in Q1 2026, buying an estimated $261K and bringing the position to 91,054 shares worth $938K. The position accounts for ﹤0.01% of the portfolio, ranked #3899.

Raymond James Financial first reported a position in PMO in Q4 2024 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold PMO as of Q1 2026.

Raymond James Financial held 91,054 shares of Franklin Municipal Opportunities Trust worth $938K as of Q1 2026.
Raymond James Financial bought 24,685 Franklin Municipal Opportunities Trust shares in Q1 2026, an estimated $261K.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3899 holding.
Raymond James Financial first reported a position in Franklin Municipal Opportunities Trust in Q4 2024 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.