Skip to main content
Equibles

Global Retirement Partners, LLC

Pension

Position in PMO — Franklin Municipal Opportunities Trust

CIK 1749744 San Rafael, CA
Back to PMO Full portfolio

Position in PMO

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$45,827
-$696 QoQ
Shares Held
4,348
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 88 holders
Holding Since
Sep 2023
10 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, 2026

Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. PMO ranks #138 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 44,901 $5,283,500
2 BLK
BlackRock, Inc.
 5,488 $5,277,041
3 BXSL
Blackstone Secured Lending Fund
 103,935 $2,464,298
4 CII
BlackRock Enhanced Large Cap Core Fund, Inc.
 64,990 $1,699,488
5 STT
State Street Corp
 9,882 $1,675,987
6 APO
Apollo Global Management, Inc.
 12,053 $1,425,990
7 ARCC
Ares Capital Corp
 75,075 $1,391,139
8 OTF
Blue Owl Technology Finance Corp.
 121,264 $1,255,082

All Filings in PMO

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $45,827 4,348
2025-12-31 $46,523 4,348
2025-09-30 $44,914 4,348
2025-06-30 $43,001 4,348
2024-12-31 $44,045 4,348
2024-09-30 $47,393 4,348
2024-06-30 $44,610 4,348
2024-03-31 $3,535 348
2023-12-31 $3,560 348
2023-09-30 $3,201 348