STALEY CAPITAL ADVISERS’s Franklin Municipal Opportunities Trust PMO Stock Holding History

STALEY CAPITAL ADVISERS’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	Hold	12,500	–	–	0.01%	187
2026 Q1	$129K	Hold	12,500	–	–	0.01%	177
2025 Q4	$134K	Hold	12,500	–	–	0.01%	188
2025 Q3	$129K	Hold	12,500	–	–	0.01%	192
2025 Q2	$124K	Hold	12,500	–	–	0.01%	185
2025 Q1	$127K	Hold	12,500	–	–	0.01%	182
2024 Q4	$127K	Hold	12,500	–	–	0.01%	172
2024 Q3	$136K	Hold	12,500	–	–	0.01%	177
2024 Q2	$128K	Hold	12,500	–	–	0.01%	174
2024 Q1	$127K	Hold	12,500	–	–	0.01%	176
2023 Q4	$128K	Hold	12,500	–	–	0.01%	171
2023 Q3	$115K	Hold	12,500	–	–	0.01%	167
2023 Q2	$128K	Hold	12,500	–	–	0.01%	176
2023 Q1	$129K	Hold	12,500	–	–	0.01%	170
2022 Q4	$136K	Hold	12,500	–	–	0.01%	160
2022 Q3	$122K	Hold	12,500	–	–	0.01%	163
2022 Q2	$147K	Hold	12,500	–	–	0.01%	161
2022 Q1	$146K	Sell	12,500 -2,500	-17%	-$31.3K	0.01%	174
2021 Q4	$216K	Hold	15,000	–	–	0.01%	175
2021 Q3	$206K	Hold	15,000	–	–	0.01%	173
2021 Q2	$212K	Hold	15,000	–	–	0.01%	171
2021 Q1	$201K	Hold	15,000	–	–	0.01%	176
2020 Q4	$205K	Hold	15,000	–	–	0.01%	172
2020 Q3	$195K	Hold	15,000	–	–	0.01%	158
2020 Q2	$192K	Hold	15,000	–	–	0.01%	152
2020 Q1	$179K	Hold	15,000	–	–	0.02%	137
2019 Q4	$197K	Sell	15,000 -10,000	-40%	-$131K	0.01%	170
2019 Q3	$327K	Buy	25,000 +10,000	+67%	+$131K	0.02%	131
2019 Q2	$190K	Hold	15,000	–	–	0.01%	169
2019 Q1	$184K	Hold	15,000	–	–	0.01%	162
2018 Q4	$168K	Hold	15,000	–	–	0.01%	159
2018 Q3	$171K	Hold	15,000	–	–	0.01%	163
2018 Q2	$175K	Hold	15,000	–	–	0.01%	161
2018 Q1	$175K	Hold	15,000	–	–	0.01%	149
2017 Q4	$185K	Hold	15,000	–	–	0.01%	157
2017 Q3	$189K	Hold	15,000	–	–	0.02%	156
2017 Q2	$187K	Hold	15,000	–	–	0.02%	158
2017 Q1	$180K	Hold	15,000	–	–	0.02%	137
2016 Q4	$179K	Hold	15,000	–	–	0.02%	128
2016 Q3	$200K	Sell	15,000 -1,000	-6%	-$13.4K	0.02%	123
2016 Q2	$214K	Sell	16,000 -16,720	-51%	-$220K	0.02%	122
2016 Q1	$416K	Hold	32,720	–	–	0.05%	80
2015 Q4	$402K	Hold	32,720	–	–	0.05%	86
2015 Q3	$391K	Hold	32,720	–	–	0.05%	89
2015 Q2	$380K	Sell	32,720 -6,000	-15%	-$71.7K	0.04%	94
2015 Q1	$475K	Buy	38,720 +1,000	+3%	+$12.2K	0.05%	85
2014 Q4	$452K	Hold	37,720	–	–	0.05%	82
2014 Q3	$441K	Hold	37,720	–	–	0.05%	84
2014 Q2	$443K	Hold	37,720	–	–	0.05%	84
2014 Q1	$429K	Buy	37,720 +1,500	+4%	+$16.9K	0.05%	84
2013 Q4	$389K	Buy	+36,220	New	+$391K	0.05%	84

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

STALEY CAPITAL ADVISERS's PMO Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 12,500 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #187.

STALEY CAPITAL ADVISERS first reported a position in PMO in Q4 2013 and has held it in 51 quarters since. The position peaked at $475K in Q1 2015. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

STALEY CAPITAL ADVISERS held 12,500 shares of Franklin Municipal Opportunities Trust worth $132K as of Q2 2026.
STALEY CAPITAL ADVISERS left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
Franklin Municipal Opportunities Trust made up 0.01% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #187 holding.
STALEY CAPITAL ADVISERS first reported a position in Franklin Municipal Opportunities Trust in Q4 2013 and has held it in 51 quarters since.
STALEY CAPITAL ADVISERS's Franklin Municipal Opportunities Trust position peaked at $475K in Q1 2015.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.