RIL
PMO

Rothschild Investment LLC’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Rothschild Investment LLC’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 		$25.2K Hold
2,389
– – ﹤0.01% 1466
2026
Q1 		$24.6K Hold
2,389
– – ﹤0.01% 1333
2025
Q4 		$25.6K Hold
2,389
– – ﹤0.01% 1235
2025
Q3 		$24.7K Hold
2,389
– – ﹤0.01% 1185
2025
Q2 		$23.6K Sell
2,389
-160,999
-99% -$1.59M ﹤0.01% 980
2025
Q1 		$1.66M Sell
163,388
-23,533
-13% -$245K 0.11% 167
2024
Q4 		$1.89M Sell
186,921
-6,000
-3% -$63.1K 0.12% 151
2024
Q3 		$2.1M Sell
192,921
-2,000
-1% -$21K 0.14% 141
2024
Q2 		$2M Hold
194,921
– – 0.14% 135
2024
Q1 		$1.98M Hold
194,921
– – 0.14% 132
2023
Q4 		$1.99M Buy
+194,921
New +$1.86M 0.17% 117

Other funds holding PMO

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rothschild Investment LLC's PMO Position: Q2 2026 in Review

Rothschild Investment LLC held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 2,389 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Rothschild Investment LLC first reported a position in PMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q3 2024. 74 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Rothschild Investment LLC held 2,389 shares of Franklin Municipal Opportunities Trust worth $25.2K as of Q2 2026.
  • Rothschild Investment LLC left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1466 holding.
  • Rothschild Investment LLC first reported a position in Franklin Municipal Opportunities Trust in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Franklin Municipal Opportunities Trust position peaked at $2.1M in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.