Spire Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Spire Wealth 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	$148K	Hold	14,000	–	–	﹤0.01%	875
2026 Q1	$144K	Hold	14,000	–	–	﹤0.01%	877
2025 Q4	$150K	Hold	14,000	–	–	0.01%	878
2025 Q3	$145K	Hold	14,000	–	–	﹤0.01%	879
2025 Q2	$138K	Hold	14,000	–	–	0.01%	865
2025 Q1	$143K	Hold	14,000	–	–	﹤0.01%	917
2024 Q4	$142K	Hold	14,000	–	–	﹤0.01%	927
2024 Q3	$153K	Hold	14,000	–	–	0.01%	799
2024 Q2	$144K	Hold	14,000	–	–	0.01%	802
2024 Q1	$142K	Hold	14,000	–	–	﹤0.01%	884
2023 Q4	$143K	Buy	+14,000	New	+$134K	﹤0.01%	880
2023 Q3	–	Sell	-2,514	Closed	-$25.7K	–	2442
2023 Q2	$25.7K	Hold	2,514	–	–	﹤0.01%	1486
2023 Q1	$26K	Buy	+2,514	New	+$28.9K	﹤0.01%	1505
2022 Q3	–	Sell	-2,514	Closed	-$30K	–	2500
2022 Q2	$30K	Sell	2,514 -2,514	-50%	-$27.8K	﹤0.01%	1505
2022 Q1	$59K	Sell	5,028 -160	-3%	-$2K	﹤0.01%	1388
2021 Q4	$75K	Hold	5,188	–	–	﹤0.01%	1536
2021 Q3	$71K	Hold	5,188	–	–	﹤0.01%	1333
2021 Q2	$73K	Hold	5,188	–	–	﹤0.01%	1329
2021 Q1	$70K	Buy	+5,188	New	+$70.4K	﹤0.01%	1557

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Spire Wealth Management's PMO Position: Q2 2026 in Review

Spire Wealth Management held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 14,000 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Spire Wealth Management first reported a position in PMO in Q1 2021 and has held it in 19 quarters since. The position peaked at $153K in Q3 2024. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Spire Wealth Management held 14,000 shares of Franklin Municipal Opportunities Trust worth $148K as of Q2 2026.
Spire Wealth Management left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #875 holding.
Spire Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2021 and has held it in 19 quarters since.
Spire Wealth Management's Franklin Municipal Opportunities Trust position peaked at $153K in Q3 2024.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.