Ancora Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Ancora 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
2026 Q2	$29.4K	Sell	2,979 -309	-9%	-$3K	﹤0.01%	1214
2026 Q1	$31.3K	Sell	3,288 -341	-9%	-$3.33K	﹤0.01%	1342
2025 Q4	$34.7K	Sell	3,629 -306	-8%	-$2.95K	﹤0.01%	1284
2025 Q3	$38.1K	Sell	3,935 -90	-2%	-$833	﹤0.01%	1092
2025 Q2	$36.9K	Sell	4,025 -138	-3%	-$1.27K	﹤0.01%	1081
2025 Q1	$39.5K	Sell	4,163 -135	-3%	-$1.31K	﹤0.01%	1057
2024 Q4	$41.8K	Hold	4,298	–	–	﹤0.01%	1037
2024 Q3	$44.1K	Hold	4,298	–	–	﹤0.01%	1017
2024 Q2	$43.3K	Hold	4,298	–	–	﹤0.01%	978
2024 Q1	$41.8K	Hold	4,298	–	–	﹤0.01%	999
2023 Q4	$41.3K	Hold	4,298	–	–	﹤0.01%	987
2023 Q3	$35.4K	Hold	4,298	–	–	﹤0.01%	998
2023 Q2	$40.7K	Hold	4,298	–	–	﹤0.01%	957
2023 Q1	$42.2K	Hold	4,298	–	–	﹤0.01%	955
2022 Q4	$43K	Hold	4,298	–	–	﹤0.01%	1001
2022 Q3	$39K	Hold	4,298	–	–	﹤0.01%	1159
2022 Q2	$44K	Hold	4,298	–	–	﹤0.01%	1211
2022 Q1	$49K	Buy	+4,298	New	+$52.3K	﹤0.01%	1263

Other funds holding VMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ancora Advisors's VMO Position: Q2 2026 in Review

Ancora Advisors reduced its Invesco Municipal Opportunity Trust (VMO) stake by 9.4% in Q2 2026, selling an estimated $3K and leaving 2,979 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Ancora Advisors first reported a position in VMO in Q1 2022 and has held it in 18 quarters since. The position peaked at $49K in Q1 2022. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Ancora Advisors held 2,979 shares of Invesco Municipal Opportunity Trust worth $29.4K as of Q2 2026.
Ancora Advisors sold 309 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $3K.
Invesco Municipal Opportunity Trust made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1214 holding.
Ancora Advisors first reported a position in Invesco Municipal Opportunity Trust in Q1 2022 and has held it in 18 quarters since.
Ancora Advisors's Invesco Municipal Opportunity Trust position peaked at $49K in Q1 2022.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.