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 Q2	$877K	Sell	83,199 -7,855	-9%	-$82K	﹤0.01%	4097
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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial's PMO Position: Q2 2026 in Review

Raymond James Financial reduced its Franklin Municipal Opportunities Trust (PMO) stake by 8.6% in Q2 2026, selling an estimated $82K and leaving 83,199 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #4097.

Raymond James Financial first reported a position in PMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $938K in Q1 2026. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Raymond James Financial held 83,199 shares of Franklin Municipal Opportunities Trust worth $877K as of Q2 2026.
Raymond James Financial sold 7,855 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $82K.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4097 holding.
Raymond James Financial first reported a position in Franklin Municipal Opportunities Trust in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Franklin Municipal Opportunities Trust position peaked at $938K in Q1 2026.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.