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Ashton Thomas Private Wealth’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Ashton Thomas Private Wealth’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 		$273K Buy
27,700
+6,000
+28% +$58.2K 0.01% 1024
2026
Q1 		$206K Buy
21,700
+4,700
+28% +$45.9K ﹤0.01% 1034
2025
Q4 		$163K Buy
17,000
+1,500
+10% +$14.5K ﹤0.01% 976
2025
Q3 		$150K Buy
+15,500
New +$143K ﹤0.01% 947

Other funds holding VMO

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
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
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ashton Thomas Private Wealth's VMO Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Invesco Municipal Opportunity Trust (VMO) stake by 28% in Q2 2026, buying an estimated $58.2K and bringing the position to 27,700 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1024.

Ashton Thomas Private Wealth first reported a position in VMO in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Ashton Thomas Private Wealth held 27,700 shares of Invesco Municipal Opportunity Trust worth $273K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 6,000 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $58.2K.
  • Invesco Municipal Opportunity Trust made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1024 holding.
  • Ashton Thomas Private Wealth first reported a position in Invesco Municipal Opportunity Trust in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.