Stratos Wealth Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Stratos Wealth Partners’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 Q1	$267K	Buy	25,930 +3,630	+16%	+$38.4K	﹤0.01%	1390
2025 Q4	$239K	Hold	22,300	–	–	﹤0.01%	1417
2025 Q3	$230K	Buy	+22,300	New	+$222K	﹤0.01%	1388
2018 Q4	–	Sell	-3	Closed	–	–	2050
2018 Q3	$0	Buy	+3	New	+$35	﹤0.01%	3031

Other funds holding PMO

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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 $174M AUM 13.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Partners's PMO Position: Q1 2026 in Review

Stratos Wealth Partners increased its Franklin Municipal Opportunities Trust (PMO) stake by 16% in Q1 2026, buying an estimated $38.4K and bringing the position to 25,930 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Stratos Wealth Partners first reported a position in PMO in Q3 2018 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold PMO as of Q1 2026.

Stratos Wealth Partners held 25,930 shares of Franklin Municipal Opportunities Trust worth $267K as of Q1 2026.
Stratos Wealth Partners bought 3,630 Franklin Municipal Opportunities Trust shares in Q1 2026, an estimated $38.4K.
Franklin Municipal Opportunities Trust made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1390 holding.
Stratos Wealth Partners first reported a position in Franklin Municipal Opportunities Trust in Q3 2018 and has held it in 4 quarters since.
87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.