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Advisor Resource Council’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Advisor Resource Council’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
2021
Q3 		– Sell
-11,022
Closed -$150K – 492
2021
Q2 		$150K Buy
+11,022
New +$149K 0.02% 478

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Advisor Resource Council's VMO Position: Q3 2021 in Review

Advisor Resource Council sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2021, closing a stake of 11,022 shares — an estimated $150K sold.

Advisor Resource Council first reported a position in VMO in Q2 2021 and held it in 1 quarter. The position peaked at $150K in Q2 2021. 92 funds tracked by Wall St. Rank hold VMO as of Q3 2021.

  • Advisor Resource Council reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2021 after selling out during the quarter.
  • Advisor Resource Council sold 11,022 Invesco Municipal Opportunity Trust shares in Q3 2021, an estimated $150K.
  • Advisor Resource Council first reported a position in Invesco Municipal Opportunity Trust in Q2 2021 and held it in 1 quarter.
  • Advisor Resource Council's Invesco Municipal Opportunity Trust position peaked at $150K in Q2 2021.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2021.

Based on Advisor Resource Council's 13F filing for Q3 2021, filed 16 Nov 2021.