Ackerman Capital Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Ackerman Capital Advisors’s Portfolio VMO Stock Details VMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-27,917	Closed	-$256K	–	121
2025 Q2	$256K	Buy	27,917 +17,706	+173%	+$163K	0.06%	91
2025 Q1	$96.9K	Buy	+10,211	New	+$99.2K	0.03%	107
2024 Q4	–	Sell	-15,647	Closed	-$161K	–	110
2024 Q3	$161K	Buy	+15,647	New	+$158K	0.04%	95
2023 Q4	–	Sell	-19,424	Closed	-$160K	–	115
2023 Q3	$160K	Buy	+19,424	New	+$177K	0.04%	92
2022 Q2	–	Sell	-15,565	Closed	-$178K	–	130
2022 Q1	$178K	Buy	+15,565	New	+$189K	0.04%	109
2021 Q3	–	Sell	-21,998	Closed	-$299K	–	143
2021 Q2	$299K	Buy	+21,998	New	+$298K	0.07%	95
2020 Q1	–	Sell	-38,172	Closed	-$472K	–	198
2019 Q4	$472K	Buy	+38,172	New	+$474K	0.14%	90

Other funds holding VMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ackerman Capital Advisors's VMO Position: Q3 2025 in Review

Ackerman Capital Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2025, closing a stake of 27,917 shares — an estimated $256K sold.

Ackerman Capital Advisors first reported a position in VMO in Q4 2019 and held it in 7 quarters. The position peaked at $472K in Q4 2019. 101 funds tracked by Wall St. Rank hold VMO as of Q3 2025.

Ackerman Capital Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2025 after selling out during the quarter.
Ackerman Capital Advisors sold 27,917 Invesco Municipal Opportunity Trust shares in Q3 2025, an estimated $256K.
Ackerman Capital Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2019 and held it in 7 quarters.
Ackerman Capital Advisors's Invesco Municipal Opportunity Trust position peaked at $472K in Q4 2019.
101 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2025.

Based on Ackerman Capital Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.