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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

PMO holding history

Franklin Municipal Opportunities Trust in every 13F filed by Ibex Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PMO overviewAll 13F holders of PMOFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of PMO by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−11,267−100.0%Sold outHolders
Q4 202211,267$122.0K<0.1%−2,677−19.2%ReducedHolders
Q3 202213,944$137.0K<0.1%+51+0.4%AddedHolders
Q2 202213,893$164.0K<0.1%+52+0.4%AddedHolders
Q1 202213,841$161.0K<0.1%−5,198−27.3%ReducedHolders
Q4 202119,039$274.0K<0.1%+714+3.9%AddedHolders
Q3 202118,325$251.0K<0.1%+90+0.5%AddedHolders
Q2 202118,235$258.0K0.1%−767−4.0%ReducedHolders
Q1 202119,002$255.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.