SAM
PMO

Smith Asset Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Smith Asset Management’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 		$132K Sell
12,549
-1,193
-9% -$12.5K 0.1% 68
2026
Q1 		$142K Buy
+13,742
New +$145K 0.12% 68

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

Smith Asset Management's PMO Position: Q2 2026 in Review

Smith Asset Management reduced its Franklin Municipal Opportunities Trust (PMO) stake by 8.7% in Q2 2026, selling an estimated $12.5K and leaving 12,549 shares worth $132K. The position accounts for 0.1% of the portfolio, ranked #68.

Smith Asset Management first reported a position in PMO in Q1 2026 and has held it in 2 quarters since. The position peaked at $142K in Q1 2026. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Smith Asset Management held 12,549 shares of Franklin Municipal Opportunities Trust worth $132K as of Q2 2026.
  • Smith Asset Management sold 1,193 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $12.5K.
  • Franklin Municipal Opportunities Trust made up 0.1% of Smith Asset Management's portfolio in Q2 2026, its #68 holding.
  • Smith Asset Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2026 and has held it in 2 quarters since.
  • Smith Asset Management's Franklin Municipal Opportunities Trust position peaked at $142K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.