SQA
PMO

Simon Quick Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Simon Quick 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
Q2 		– Sell
-11,302
Closed -$115K – 576
2025
Q1 		$115K Buy
11,302
+313
+3% +$3.26K 0.01% 591
2024
Q4 		$111K Buy
10,989
+767
+8% +$8.07K 0.01% 472
2024
Q3 		$111K Buy
+10,222
New +$107K 0.01% 428
2024
Q2 		– Sell
-14,710
Closed -$149K – 437
2024
Q1 		$149K Buy
14,710
+1,491
+11% +$15.3K 0.01% 407
2023
Q4 		$135K Buy
+13,219
New +$126K 0.01% 323

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Simon Quick Advisors's PMO Position: Q2 2025 in Review

Simon Quick Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2025, closing a stake of 11,302 shares — an estimated $115K sold.

Simon Quick Advisors first reported a position in PMO in Q4 2023 and held it in 5 quarters. The position peaked at $149K in Q1 2024. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2025.

  • Simon Quick Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 11,302 Franklin Municipal Opportunities Trust shares in Q2 2025, an estimated $115K.
  • Simon Quick Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2023 and held it in 5 quarters.
  • Simon Quick Advisors's Franklin Municipal Opportunities Trust position peaked at $149K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.