WS
PMO

Wedbush Securities’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Wedbush Securities’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
2022
Q2 		– Sell
-13,293
Closed -$155K – 1154
2022
Q1 		$155K Hold
13,293
– – 0.01% 1018
2021
Q4 		$191K Sell
13,293
-726
-5% -$10.1K 0.01% 1064
2021
Q3 		$192K Hold
14,019
– – 0.01% 1075
2021
Q2 		$198K Hold
14,019
– – 0.01% 1069
2021
Q1 		$188K Buy
14,019
+310
+2% +$4.21K 0.01% 994
2020
Q4 		$188K Buy
13,709
+764
+6% +$10.1K 0.02% 790
2020
Q3 		$168K Hold
12,945
– – 0.02% 783
2020
Q2 		$165K Sell
12,945
-2,000
-13% -$24.6K 0.02% 803
2020
Q1 		$178K Sell
14,945
-11,074
-43% -$143K 0.02% 705
2019
Q4 		$342K Buy
26,019
+3,540
+16% +$46.5K 0.03% 620
2019
Q3 		$294K Hold
22,479
– – 0.03% 643
2019
Q2 		$285K Sell
22,479
-1,673
-7% -$20.8K 0.03% 654
2019
Q1 		$296K Sell
24,152
-541
-2% -$6.45K 0.03% 591
2018
Q4 		$277K Buy
24,693
+10,776
+77% +$121K 0.04% 563
2018
Q3 		$159K Buy
13,917
+3
+0% +$35 0.02% 800
2018
Q2 		$163K Buy
13,914
+2
+0% +$23 0.02% 764
2018
Q1 		$162K Sell
13,912
-297
-2% -$3.54K 0.02% 712
2017
Q4 		$175K Buy
14,209
+1,117
+9% +$14K 0.02% 736
2017
Q3 		$165K Sell
13,092
-14,998
-53% -$189K 0.02% 737
2017
Q2 		$351K Buy
28,090
+3,198
+13% +$39.5K 0.05% 497
2017
Q1 		$299K Buy
24,892
+8,595
+53% +$104K 0.04% 536
2016
Q4 		$195K Buy
16,297
+200
+1% +$2.46K 0.03% 671
2016
Q3 		$215K Sell
16,097
-636
-4% -$8.53K 0.03% 651
2016
Q2 		$224K Buy
16,733
+193
+1% +$2.54K 0.04% 580
2016
Q1 		$210K Buy
16,540
+6,030
+57% +$75.3K 0.04% 575
2015
Q4 		$129K Buy
10,510
+142
+1% +$1.71K 0.02% 626
2015
Q3 		$124K Buy
+10,368
New +$122K 0.02% 607

Other funds holding PMO

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wedbush Securities's PMO Position: Q2 2022 in Review

Wedbush Securities sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2022, closing a stake of 13,293 shares — an estimated $155K sold.

Wedbush Securities first reported a position in PMO in Q3 2015 and held it in 27 quarters. The position peaked at $351K in Q2 2017. 77 funds tracked by Wall St. Rank hold PMO as of Q2 2022.

  • Wedbush Securities reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2022 after selling out during the quarter.
  • Wedbush Securities sold 13,293 Franklin Municipal Opportunities Trust shares in Q2 2022, an estimated $155K.
  • Wedbush Securities first reported a position in Franklin Municipal Opportunities Trust in Q3 2015 and held it in 27 quarters.
  • Wedbush Securities's Franklin Municipal Opportunities Trust position peaked at $351K in Q2 2017.
  • 77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2022.

Based on Wedbush Securities's 13F filing for Q2 2022, filed 21 Jul 2022.