SPIA
PMO

Steward Partners Investment Advisory’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Steward Partners Investment Advisory’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
2022
Q4 		– Sell
-2,399
Closed -$24K – 3433
2022
Q3 		$24K Sell
2,399
-500
-17% -$5.87K ﹤0.01% 2145
2022
Q2 		$34K Sell
2,899
-895
-24% -$9.9K ﹤0.01% 1983
2022
Q1 		$44K Buy
3,794
+932
+33% +$11.7K ﹤0.01% 1980
2021
Q4 		$41K Buy
2,862
+716
+33% +$9.99K ﹤0.01% 2007
2021
Q3 		$29K Buy
2,146
+445
+26% +$6.39K ﹤0.01% 2159
2021
Q2 		$24K Sell
1,701
-1,796
-51% -$25K ﹤0.01% 4868
2021
Q1 		$46.9K Buy
3,497
+1,942
+125% +$26.4K ﹤0.01% 2018
2020
Q4 		$21K Buy
1,555
+9
+0.6% +$119 ﹤0.01% 2044
2020
Q3 		$20K Buy
1,546
+59
+4% +$785 ﹤0.01% 1896
2020
Q2 		$19K Buy
1,487
+10
+0.7% +$123 ﹤0.01% 1795
2020
Q1 		$17K Buy
1,477
+8
+0.5% +$103 ﹤0.01% 1672
2019
Q4 		$19K Buy
1,469
+8
+0.5% +$105 ﹤0.01% 1793
2019
Q3 		$19K Buy
1,461
+786
+116% +$10.3K ﹤0.01% 1747
2019
Q2 		$8K Buy
+675
New +$8.38K ﹤0.01% 2080

Other funds holding PMO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's PMO Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2022, closing a stake of 2,399 shares — an estimated $24K sold.

Steward Partners Investment Advisory first reported a position in PMO in Q2 2019 and held it in 14 quarters. The position peaked at $46.9K in Q1 2021. 66 funds tracked by Wall St. Rank hold PMO as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,399 Franklin Municipal Opportunities Trust shares in Q4 2022, an estimated $24K.
  • Steward Partners Investment Advisory first reported a position in Franklin Municipal Opportunities Trust in Q2 2019 and held it in 14 quarters.
  • Steward Partners Investment Advisory's Franklin Municipal Opportunities Trust position peaked at $46.9K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.