Summit Trail Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Summit Trail Advisors’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	$426K	Sell	40,461 -2,421	-6%	-$25.3K	0.01%	1258
2026 Q1	$442K	Buy	+42,882	New	+$454K	0.01%	1199
2024 Q2	–	Sell	-10,420	Closed	-$106K	–	657
2024 Q1	$106K	Sell	10,420 -2,023	-16%	-$20.8K	﹤0.01%	583
2023 Q4	$128K	Buy	+12,443	New	+$119K	﹤0.01%	526
2022 Q4	–	Sell	-10,796	Closed	-$106K	–	424
2022 Q3	$106K	Buy	+10,796	New	+$127K	0.01%	356

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

Summit Trail Advisors's PMO Position: Q2 2026 in Review

Summit Trail Advisors reduced its Franklin Municipal Opportunities Trust (PMO) stake by 5.6% in Q2 2026, selling an estimated $25.3K and leaving 40,461 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #1258.

Summit Trail Advisors first reported a position in PMO in Q3 2022 and has held it in 5 quarters since. The position peaked at $442K in Q1 2026. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Summit Trail Advisors held 40,461 shares of Franklin Municipal Opportunities Trust worth $426K as of Q2 2026.
Summit Trail Advisors sold 2,421 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $25.3K.
Franklin Municipal Opportunities Trust made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1258 holding.
Summit Trail Advisors first reported a position in Franklin Municipal Opportunities Trust in Q3 2022 and has held it in 5 quarters since.
Summit Trail Advisors's Franklin Municipal Opportunities Trust position peaked at $442K in Q1 2026.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.