BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in PMO — Franklin Municipal Opportunities Trust

CIK 1352860 BLUE BELL, PA

Position in PMO

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$21,866

-$850 QoQ

Shares Held

2,123

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Mar 31, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $223,168,797 across 144 Asset Management names. PMO ranks #115 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GAM	General American Investors Co Inc	817,542	$47,801,680
2	ADX	Adams Diversified Equity Fund, Inc.	894,195	$19,573,928
3	CET	Central Securities Corp	349,922	$17,377,126
4	TY	TRI-CONTINENTAL Corp	430,043	$13,585,058
5	RVT	Royce Small-Cap Trust, Inc.	653,774	$10,852,648
6	ASA	ASA Gold & Precious Metals Ltd	144,765	$8,979,772
7	RMT	Royce Micro-Cap Trust, Inc.	631,683	$7,144,334
8	STEW	SRH Total Return Fund, Inc.	350,678	$5,996,593

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,866	2,123	0.0%	Shares	Sole	2026-05-11
2025-12-31	$22,716	2,123	-27.4%	Shares	Sole	2026-02-09
2025-09-30	$30,194	2,923	0.0%	Shares	Sole	2025-10-22
2025-06-30	$28,908	2,923	0.0%	Shares	Sole	2025-08-11
2025-03-31	$29,785	2,923	-27.3%	Shares	Sole	2025-05-05
2024-12-31	$40,752	4,023	-42.7%	Shares	Sole	2025-02-07
2024-09-30	$76,550	7,023	+17.1%	Shares	Sole	2024-10-29
2024-06-30	$61,560	6,000	—	Shares	Sole	2024-08-05
No filing history on record for this holder in this stock.