Capital Investment Advisors, LLC
Position in PMO — Franklin Municipal Opportunities Trust
CIK 1582732
ATLANTA, GA
Position in PMO
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$761,211
-$80,643 QoQ
Shares Held
73,904
-6.1% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Capital Investment Advisors, LLC holds $123,447,904 across 105 Asset Management names. PMO ranks #43 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
1,736,686 | $9,899,110 | |
| 2 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
2,539,012 | $9,216,613 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
|
729,312 | $7,366,051 | |
| 4 | EVV |
Eaton Vance Ltd Duration Income Fund
|
629,405 | $5,947,877 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
285,535 | $4,588,547 | |
| 6 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
401,136 | $4,215,939 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
323,491 | $3,632,803 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
307,901 | $3,540,861 |
All Filings in PMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $761,211 | 73,904 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $841,854 | 78,678 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $931,693 | 90,193 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $900,039 | 91,005 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $969,884 | 95,180 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $967,263 | 95,485 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,143,835 | 104,939 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,106,787 | 107,874 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,108,191 | 109,074 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,134,865 | 110,935 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,054,062 | 114,572 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,207,557 | 118,272 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,229,203 | 118,649 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,287,298 | 118,645 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $1,225,842 | 125,086 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,494,382 | 126,750 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,606,488 | 137,896 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,008,684 | 139,492 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,934,631 | 141,214 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,034,434 | 143,878 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,919,201 | 143,224 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,265,667 | 165,498 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,146,081 | 165,465 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,115,217 | 165,510 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,977,564 | 165,764 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||