WIA
PMO

Westview Investment Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Westview Investment 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
Q2 		$161K Hold
15,300
– – 0.08% 66
2026
Q1 		$158K Hold
15,300
– – 0.08% 69
2025
Q4 		$164K Buy
+15,300
New +$159K 0.08% 73

Other funds holding PMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Westview Investment Advisors's PMO Position: Q2 2026 in Review

Westview Investment Advisors held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 15,300 shares worth $161K. The position accounts for 0.08% of the portfolio, ranked #66.

Westview Investment Advisors first reported a position in PMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $164K in Q4 2025. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Westview Investment Advisors held 15,300 shares of Franklin Municipal Opportunities Trust worth $161K as of Q2 2026.
  • Westview Investment Advisors left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Franklin Municipal Opportunities Trust made up 0.08% of Westview Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Westview Investment Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • Westview Investment Advisors's Franklin Municipal Opportunities Trust position peaked at $164K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Westview Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.