Oakmont Investment Advisors, Inc.
Position in PMO — Franklin Municipal Opportunities Trust
CIK 2150170
PITTSBURGH, PA
Position in PMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,400
+$2,400 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#70
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, 2026Oakmont Investment Advisors, Inc. holds $1,137,415 across 3 Asset Management names. PMO ranks #3 (9.3% of the industry book) .
All Filings in PMO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,400 | 10,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $103,000 | 10,000 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $150,870 | 14,100 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||