Wealthcare Advisory Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Wealthcare Advisory 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
2023 Q1	–	Sell	-15,400	Closed	-$167K	–	728
2022 Q4	$167K	Hold	15,400	–	–	0.01%	669
2022 Q3	$151K	Hold	15,400	–	–	0.01%	580
2022 Q2	$182K	Sell	15,400 -2,300	-13%	-$25.4K	0.01%	538
2022 Q1	$206K	Buy	17,700 +900	+5%	+$11.3K	0.01%	518
2021 Q4	$242K	Hold	16,800	–	–	0.01%	495
2021 Q3	$230K	Hold	16,800	–	–	0.02%	487
2021 Q2	$238K	Buy	16,800 +3,000	+22%	+$41.8K	0.02%	476
2021 Q1	$185K	Hold	13,800	–	–	0.01%	502
2020 Q4	$189K	Hold	13,800	–	–	0.02%	401
2020 Q3	$179K	Hold	13,800	–	–	0.02%	339
2020 Q2	$176K	Hold	13,800	–	–	0.02%	301
2020 Q1	$165K	Buy	13,800 +5,500	+66%	+$71.1K	0.02%	295
2019 Q4	$109K	Hold	8,300	–	–	0.01%	385
2019 Q3	$108K	Hold	8,300	–	–	0.02%	367
2019 Q2	$105K	Hold	8,300	–	–	0.02%	370
2019 Q1	$102K	Hold	8,300	–	–	0.02%	333
2018 Q4	$93K	Buy	8,300 +2,000	+32%	+$22.4K	0.02%	319
2018 Q3	$72K	Hold	6,300	–	–	0.01%	395
2018 Q2	$74K	Buy	+6,300	New	+$73.3K	0.01%	382

Other funds holding PMO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthcare Advisory Partners's PMO Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2023, closing a stake of 15,400 shares — an estimated $167K sold.

Wealthcare Advisory Partners first reported a position in PMO in Q2 2018 and held it in 19 quarters. The position peaked at $242K in Q4 2021. 69 funds tracked by Wall St. Rank hold PMO as of Q1 2023.

Wealthcare Advisory Partners reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 15,400 Franklin Municipal Opportunities Trust shares in Q1 2023, an estimated $167K.
Wealthcare Advisory Partners first reported a position in Franklin Municipal Opportunities Trust in Q2 2018 and held it in 19 quarters.
Wealthcare Advisory Partners's Franklin Municipal Opportunities Trust position peaked at $242K in Q4 2021.
69 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.