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

B. Riley Wealth Management’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
2022 Q2	$191	Sell	18,467 -15,981	-46%	-$167K	﹤0.01%	674
2022 Q1	$394K	Hold	34,448	–	–	0.03%	381
2021 Q4	$476K	Hold	34,448	–	–	0.03%	367
2021 Q3	$472K	Hold	34,448	–	–	0.04%	345
2021 Q2	$468K	Sell	34,448 -900	-3%	-$12.2K	0.05%	243
2021 Q1	$466K	Sell	35,348 -405	-1%	-$5.29K	0.05%	232
2020 Q4	$458K	Sell	35,753 -1,370	-4%	-$17.1K	0.06%	212
2020 Q3	$454K	Sell	37,123 -6,737	-15%	-$83K	0.05%	238
2020 Q2	$520K	Buy	43,860 +3,271	+8%	+$37.7K	0.06%	223
2020 Q1	$465K	Buy	+40,589	New	+$501K	0.05%	276

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

SIA

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

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

RCM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Management's VMO Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Invesco Municipal Opportunity Trust (VMO) stake by 46% in Q2 2022, selling an estimated $167K and leaving 18,467 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #674.

B. Riley Wealth Management first reported a position in VMO in Q1 2020 and has held it in 10 quarters since. The position peaked at $520K in Q2 2020. 108 funds tracked by Wall St. Rank hold VMO as of Q2 2022.

B. Riley Wealth Management held 18,467 shares of Invesco Municipal Opportunity Trust worth $191 as of Q2 2022.
B. Riley Wealth Management sold 15,981 Invesco Municipal Opportunity Trust shares in Q2 2022, an estimated $167K.
Invesco Municipal Opportunity Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #674 holding.
B. Riley Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q1 2020 and has held it in 10 quarters since.
B. Riley Wealth Management's Invesco Municipal Opportunity Trust position peaked at $520K in Q2 2020.
108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.