B. Riley Wealth Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

B. Riley Wealth 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
2024 Q2	–	Sell	-18,538	Closed	-$153K	–	1611
2024 Q1	$153K	Buy	+18,538	New	+$178K	﹤0.01%	1313
2023 Q4	–	Sell	-18,538	Closed	-$153K	–	1511
2023 Q3	$153K	Sell	18,538 -1,614	-8%	-$14.7K	﹤0.01%	1313
2023 Q2	$191K	Sell	20,152 -97	-0.5%	-$918	﹤0.01%	1366
2023 Q1	$199K	Sell	20,249 -194	-0.9%	-$1.88K	0.01%	1308
2022 Q4	$203K	Buy	20,443 +194	+1%	+$1.8K	0.01%	1260
2022 Q3	$185K	Buy	+20,249	New	+$207K	0.01%	1242
2021 Q4	–	Sell	-15,389	Closed	-$210K	–	1498
2021 Q3	$210K	Buy	+15,389	New	+$212K	0.01%	1226

Other funds holding VMO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

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

RCM

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $666B AUM 30.12% 1-Year Est. Return

RCM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

B. Riley Wealth Advisors's VMO Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2024, closing a stake of 18,538 shares — an estimated $153K sold.

B. Riley Wealth Advisors first reported a position in VMO in Q3 2021 and held it in 7 quarters. The position peaked at $210K in Q3 2021. 114 funds tracked by Wall St. Rank hold VMO as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 18,538 Invesco Municipal Opportunity Trust shares in Q2 2024, an estimated $153K.
B. Riley Wealth Advisors first reported a position in Invesco Municipal Opportunity Trust in Q3 2021 and held it in 7 quarters.
B. Riley Wealth Advisors's Invesco Municipal Opportunity Trust position peaked at $210K in Q3 2021.
114 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.