WFA
PMO

Wellspring Financial Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Wellspring Financial 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
Q1 		– Sell
-10,500
Closed -$112K – 305
2025
Q4 		$112K Hold
10,500
– – 0.01% 273
2025
Q3 		$108K Hold
10,500
– – 0.01% 175
2025
Q2 		$104K Buy
+10,500
New +$103K 0.01% 177

Other funds holding PMO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellspring Financial Advisors's PMO Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2026, closing a stake of 10,500 shares — an estimated $112K sold.

Wellspring Financial Advisors first reported a position in PMO in Q2 2025 and held it in 3 quarters. The position peaked at $112K in Q4 2025. 87 funds tracked by Wall St. Rank hold PMO as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 10,500 Franklin Municipal Opportunities Trust shares in Q1 2026, an estimated $112K.
  • Wellspring Financial Advisors first reported a position in Franklin Municipal Opportunities Trust in Q2 2025 and held it in 3 quarters.
  • Wellspring Financial Advisors's Franklin Municipal Opportunities Trust position peaked at $112K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.