Sheaff Brock Investment Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	$122K	Hold	12,000	–	–	0.01%	432
2024 Q4	$122K	Hold	12,000	–	–	0.01%	427
2024 Q3	$131K	Hold	12,000	–	–	0.01%	429
2024 Q2	$123K	Hold	12,000	–	–	0.01%	421
2024 Q1	$122K	Hold	12,000	–	–	0.01%	472
2023 Q4	$123K	Hold	12,000	–	–	0.01%	443
2023 Q3	$110K	Hold	12,000	–	–	0.01%	427
2023 Q2	$123K	Hold	12,000	–	–	0.01%	449
2023 Q1	$124K	Hold	12,000	–	–	0.01%	470
2022 Q4	$130K	Hold	12,000	–	–	0.01%	450
2022 Q3	$118K	Hold	12,000	–	–	0.01%	457
2022 Q2	$141K	Hold	12,000	–	–	0.01%	461
2022 Q1	$140K	Hold	12,000	–	–	0.01%	504
2021 Q4	$173K	Hold	12,000	–	–	0.01%	504
2021 Q3	$164K	Hold	12,000	–	–	0.01%	514
2021 Q2	$170K	Hold	12,000	–	–	0.01%	487
2021 Q1	$161K	Hold	12,000	–	–	0.01%	461
2020 Q4	$164K	Hold	12,000	–	–	0.01%	448
2020 Q3	$156K	Hold	12,000	–	–	0.01%	411
2020 Q2	$153K	Hold	12,000	–	–	0.02%	405
2020 Q1	$143K	Sell	12,000 -2,300	-16%	-$29.7K	0.02%	353
2019 Q4	$188K	Hold	14,300	–	–	0.02%	422
2019 Q3	$187K	Hold	14,300	–	–	0.02%	406
2019 Q2	$181K	Hold	14,300	–	–	0.02%	430
2019 Q1	$175K	Hold	14,300	–	–	0.02%	448
2018 Q4	$161K	Hold	14,300	–	–	0.03%	413
2018 Q3	$163K	Hold	14,300	–	–	0.02%	472
2018 Q2	$167K	Hold	14,300	–	–	0.02%	490
2018 Q1	$167K	Hold	14,300	–	–	0.02%	488
2017 Q4	$177K	Hold	14,300	–	–	0.02%	474
2017 Q3	$181K	Hold	14,300	–	–	0.02%	500
2017 Q2	$179K	Buy	+14,300	New	+$177K	0.02%	527

Other funds holding PMO

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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 $71.6B AUM 21.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

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

Sheaff Brock Investment Advisors's PMO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Franklin Municipal Opportunities Trust (PMO) position steady in Q1 2025 at 12,000 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #432.

Sheaff Brock Investment Advisors first reported a position in PMO in Q2 2017 and has held it in 32 quarters since. The position peaked at $188K in Q4 2019. 81 funds tracked by Wall St. Rank hold PMO as of Q1 2025.

Sheaff Brock Investment Advisors held 12,000 shares of Franklin Municipal Opportunities Trust worth $122K as of Q1 2025.
Sheaff Brock Investment Advisors left its Franklin Municipal Opportunities Trust share count unchanged in Q1 2025.
Franklin Municipal Opportunities Trust made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #432 holding.
Sheaff Brock Investment Advisors first reported a position in Franklin Municipal Opportunities Trust in Q2 2017 and has held it in 32 quarters since.
Sheaff Brock Investment Advisors's Franklin Municipal Opportunities Trust position peaked at $188K in Q4 2019.
81 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.