Nova R Wealth, Inc.
Position in PMO — Franklin Municipal Opportunities Trust
CIK 1729457
OVERLAND PARK, KS
Position in PMO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$980,841
+$22,334 QoQ
Shares Held
93,059
0.0% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#5
of 26 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Nova R Wealth, Inc. holds $9,264,491 across 4 Asset Management names. PMO ranks #3 (10.6% of the industry book) .
All Filings in PMO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,841 | 93,059 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $958,507 | 93,059 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $995,731 | 93,059 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $961,299 | 93,059 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $920,353 | 93,059 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $948,271 | 93,059 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $942,687 | 93,059 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,014,343 | 93,059 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,025,969 | 99,997 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,015,969 | 99,997 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,022,969 | 99,997 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $919,972 | 99,997 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,020,969 | 99,997 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,043,117 | 100,687 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,092,453 | 100,687 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $986,732 | 100,687 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,187,099 | 100,687 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,173,003 | 100,687 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,449,892 | 100,687 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||