Smith Asset Management
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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
Q3 		$112K Sell
12,243
-306
-2% -$3.12K 0.09% 71
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

Hennion & Walsh Asset Management
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Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Successful Portfolios
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Smith Asset Management's PMO Position: Q3 2026 in Review

Smith Asset Management reduced its Franklin Municipal Opportunities Trust (PMO) stake by 2.4% in Q3 2026, selling an estimated $3.12K and leaving 12,243 shares worth $112K. The position accounts for 0.09% of the portfolio, ranked #71.

Smith Asset Management first reported a position in PMO in Q1 2026 and has held it in 3 quarters since. The position peaked at $142K in Q1 2026. 15 funds tracked by Wall St. Rank hold PMO as of Q3 2026.

  • Smith Asset Management held 12,243 shares of Franklin Municipal Opportunities Trust worth $112K as of Q3 2026.
  • Smith Asset Management sold 306 Franklin Municipal Opportunities Trust shares in Q3 2026, an estimated $3.12K.
  • Franklin Municipal Opportunities Trust made up 0.09% of Smith Asset Management's portfolio in Q3 2026, its #71 holding.
  • Smith Asset Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2026 and has held it in 3 quarters since.
  • Smith Asset Management's Franklin Municipal Opportunities Trust position peaked at $142K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2026.

Based on Smith Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.