Westview Management dba Westview Investment Advisors
Position in PMO — Franklin Municipal Opportunities Trust
CIK 2073768
BURLINGTON, VT
Position in PMO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$161,262
+$3,672 QoQ
Shares Held
15,300
0.0% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#55
of 89 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Westview Management dba Westview Investment Advisors holds $10,837,430 across 9 Asset Management names. PMO ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMU |
Western Asset Managed Municipals Fund Inc.
|
294,741 | $3,071,201 | |
| 2 | ARES |
Ares Management Corp
|
24,851 | $2,766,164 | |
| 3 | MHD |
Blackrock Muniholdings Fund, Inc.
|
122,349 | $1,455,953 | |
| 4 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
115,250 | $1,280,427 | |
| 5 | NZF |
Nuveen Municipal Credit Income Fund
|
74,839 | $948,958 | |
| 6 | BBN |
BlackRock Taxable Municipal Bond Trust
|
35,005 | $566,030 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
35,811 | $434,029 | |
| 8 | PMO |
Franklin Municipal Opportunities Trust
This page
|
15,300 | $161,262 |
All Filings in PMO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,262 | 15,300 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $157,590 | 15,300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $163,710 | 15,300 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||