Successful Portfolios’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Successful Portfolios’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	$143K	Hold	13,428	–	–	0.07%	194
2026 Q1	$138K	Hold	13,428	–	–	0.08%	179
2025 Q4	$143K	Hold	13,428	–	–	0.07%	185
2025 Q3	$139K	Buy	13,428 +1,000	+8%	+$9.97K	0.08%	170
2025 Q2	$123K	Hold	12,428	–	–	0.08%	165
2025 Q1	$127K	Hold	12,428	–	–	0.09%	152
2024 Q4	$126K	Hold	12,428	–	–	0.08%	155
2024 Q3	$135K	Hold	12,428	–	–	0.09%	158
2024 Q2	$128K	Hold	12,428	–	–	0.09%	153
2024 Q1	$126K	Hold	12,428	–	–	0.09%	166
2023 Q4	$127K	Hold	12,428	–	–	0.1%	164
2023 Q3	$114K	Hold	12,428	–	–	0.1%	141
2023 Q2	$127K	Hold	12,428	–	–	0.11%	151
2023 Q1	$129K	Sell	12,428 -2,000	-14%	-$23K	0.08%	184
2022 Q4	$157K	Hold	14,428	–	–	0.1%	180
2022 Q3	$141K	Hold	14,428	–	–	0.1%	168
2022 Q2	$170K	Hold	14,428	–	–	0.11%	175
2022 Q1	$168K	Hold	14,428	–	–	0.1%	197
2021 Q4	$208K	Hold	14,428	–	–	0.11%	199
2021 Q3	$198K	Hold	14,428	–	–	0.12%	197
2021 Q2	$204K	Hold	14,428	–	–	0.12%	195
2021 Q1	$193K	Hold	14,428	–	–	0.13%	188
2020 Q4	$198K	Sell	14,428 -50	-0.3%	-$663	0.14%	171
2020 Q3	$188K	Hold	14,478	–	–	0.15%	162
2020 Q2	$185K	Hold	14,478	–	–	0.16%	150
2020 Q1	$173K	Hold	14,478	–	–	0.18%	137
2019 Q4	$190K	Hold	14,478	–	–	0.17%	153
2019 Q3	$189K	Hold	14,478	–	–	0.18%	146
2019 Q2	$183K	Hold	14,478	–	–	0.2%	130
2019 Q1	$178K	Hold	14,478	–	–	0.19%	133
2018 Q4	$163K	Hold	14,478	–	–	0.21%	122
2018 Q3	$165K	Hold	14,478	–	–	0.18%	138
2018 Q2	$169K	Hold	14,478	–	–	0.2%	130
2018 Q1	$169K	Hold	14,478	–	–	0.21%	124
2017 Q4	$179K	Buy	+14,478	New	+$182K	0.22%	127

Other funds holding PMO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Successful Portfolios's PMO Position: Q2 2026 in Review

Successful Portfolios held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 13,428 shares worth $143K. The position accounts for 0.07% of the portfolio, ranked #194.

Successful Portfolios first reported a position in PMO in Q4 2017 and has held it in 35 quarters since. The position peaked at $208K in Q4 2021. 12 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Successful Portfolios held 13,428 shares of Franklin Municipal Opportunities Trust worth $143K as of Q2 2026.
Successful Portfolios left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
Franklin Municipal Opportunities Trust made up 0.07% of Successful Portfolios's portfolio in Q2 2026, its #194 holding.
Successful Portfolios first reported a position in Franklin Municipal Opportunities Trust in Q4 2017 and has held it in 35 quarters since.
Successful Portfolios's Franklin Municipal Opportunities Trust position peaked at $208K in Q4 2021.
12 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.