TA
PMO

Tectonic Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Tectonic 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
2025
Q3 		– Sell
-36,290
Closed -$359K – 354
2025
Q2 		$359K Buy
36,290
+415
+1% +$4.09K 0.02% 292
2025
Q1 		$366K Buy
35,875
+478
+1% +$4.98K 0.02% 281
2024
Q4 		$359K Buy
35,397
+343
+1% +$3.61K 0.02% 288
2024
Q3 		$382K Buy
35,054
+352
+1% +$3.69K 0.03% 271
2024
Q2 		$356K Buy
34,702
+364
+1% +$3.63K 0.03% 273
2024
Q1 		$349K Buy
34,338
+347
+1% +$3.57K 0.03% 259
2023
Q4 		$348K Buy
33,991
+377
+1% +$3.6K 0.03% 240
2023
Q3 		$309K Sell
33,614
-4,603
-12% -$45.7K 0.03% 234
2023
Q2 		$390K Buy
38,217
+458
+1% +$4.65K 0.05% 207
2023
Q1 		$391K Hold
37,759
– – 0.05% 212
2022
Q4 		$410K Hold
37,759
– – 0.06% 182
2022
Q3 		$370K Hold
37,759
– – 0.07% 151
2022
Q2 		$445K Buy
37,759
+15,000
+66% +$166K 0.08% 136
2022
Q1 		$265K Buy
+22,759
New +$285K 0.05% 176

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tectonic Advisors's PMO Position: Q3 2025 in Review

Tectonic Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2025, closing a stake of 36,290 shares — an estimated $359K sold.

Tectonic Advisors first reported a position in PMO in Q1 2022 and held it in 14 quarters. The position peaked at $445K in Q2 2022. 85 funds tracked by Wall St. Rank hold PMO as of Q3 2025.

  • Tectonic Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2025 after selling out during the quarter.
  • Tectonic Advisors sold 36,290 Franklin Municipal Opportunities Trust shares in Q3 2025, an estimated $359K.
  • Tectonic Advisors first reported a position in Franklin Municipal Opportunities Trust in Q1 2022 and held it in 14 quarters.
  • Tectonic Advisors's Franklin Municipal Opportunities Trust position peaked at $445K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2025.

Based on Tectonic Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.