S
PMO

Sunpointe’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Sunpointe’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
2025
Q4 		– Sell
-15,360
Closed -$159K – 273
2025
Q3 		$159K Sell
15,360
-10
-0.1% -$100 0.06% 249
2025
Q2 		$152K Hold
15,370
– – 0.06% 227
2025
Q1 		$157K Buy
15,370
+4,170
+37% +$43.4K 0.08% 178
2024
Q4 		$114K Sell
11,200
-9,724
-46% -$102K 0.06% 186
2024
Q3 		$229K Sell
20,924
-95
-0.5% -$996 0.19% 144
2024
Q2 		$216K Buy
+21,019
New +$210K 0.14% 143

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Sunpointe's PMO Position: Q4 2025 in Review

Sunpointe sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2025, closing a stake of 15,360 shares — an estimated $159K sold.

Sunpointe first reported a position in PMO in Q2 2024 and held it in 6 quarters. The position peaked at $229K in Q3 2024. 88 funds tracked by Wall St. Rank hold PMO as of Q4 2025.

  • Sunpointe reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2025 after selling out during the quarter.
  • Sunpointe sold 15,360 Franklin Municipal Opportunities Trust shares in Q4 2025, an estimated $159K.
  • Sunpointe first reported a position in Franklin Municipal Opportunities Trust in Q2 2024 and held it in 6 quarters.
  • Sunpointe's Franklin Municipal Opportunities Trust position peaked at $229K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2025.

Based on Sunpointe's 13F filing for Q4 2025, filed 23 Jan 2026.