Bar Harbor Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Bar Harbor 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
2026 Q2	$195K	Hold	19,795	–	–	0.01%	261
2026 Q1	$188K	Hold	19,795	–	–	0.01%	258
2025 Q4	$189K	Hold	19,795	–	–	0.01%	251
2025 Q3	$191K	Hold	19,795	–	–	0.01%	251
2025 Q2	$182K	Hold	19,795	–	–	0.01%	249
2025 Q1	$188K	Hold	19,795	–	–	0.01%	247
2024 Q4	$192K	Hold	19,795	–	–	0.01%	248
2024 Q3	$203K	Hold	19,795	–	–	0.01%	259
2024 Q2	$200K	Hold	19,795	–	–	0.01%	251
2024 Q1	$193K	Hold	19,795	–	–	0.01%	251
2023 Q4	$190K	Hold	19,795	–	–	0.01%	244
2023 Q3	$163K	Hold	19,795	–	–	0.01%	241
2023 Q2	$187K	Hold	19,795	–	–	0.01%	247
2023 Q1	$194K	Hold	19,795	–	–	0.02%	236
2022 Q4	$196K	Buy	+19,795	New	+$184K	0.02%	241
2022 Q3	–	Sell	-18,420	Closed	-$190K	–	265
2022 Q2	$190K	Hold	18,420	–	–	0.02%	257
2022 Q1	$211K	Hold	18,420	–	–	0.02%	225
2021 Q4	$254K	Hold	18,420	–	–	0.02%	211
2021 Q3	$252K	Hold	18,420	–	–	0.02%	211
2021 Q2	$251K	Hold	18,420	–	–	0.02%	220
2021 Q1	$243K	Hold	18,420	–	–	0.02%	224
2020 Q4	$236K	Hold	18,420	–	–	0.02%	217
2020 Q3	$225K	Hold	18,420	–	–	0.02%	215
2020 Q2	$218K	Hold	18,420	–	–	0.03%	215
2020 Q1	$211K	Hold	18,420	–	–	0.03%	224
2019 Q4	$228K	Hold	18,420	–	–	0.02%	273
2019 Q3	$230K	Hold	18,420	–	–	0.03%	284
2019 Q2	$227K	Hold	18,420	–	–	0.03%	289
2019 Q1	$220K	Hold	18,420	–	–	0.03%	277
2018 Q4	$206K	Hold	18,420	–	–	0.03%	266
2018 Q3	$211K	Hold	18,420	–	–	0.02%	295
2018 Q2	$216K	Hold	18,420	–	–	0.03%	291
2018 Q1	$216K	Hold	18,420	–	–	0.03%	288
2017 Q4	$228K	Buy	+18,420	New	+$231K	0.03%	283

Other funds holding VMO

HWAM

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Bar Harbor Wealth Management's VMO Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Invesco Municipal Opportunity Trust (VMO) position steady in Q2 2026 at 19,795 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #261.

Bar Harbor Wealth Management first reported a position in VMO in Q4 2017 and has held it in 34 quarters since. The position peaked at $254K in Q4 2021. 12 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Bar Harbor Wealth Management held 19,795 shares of Invesco Municipal Opportunity Trust worth $195K as of Q2 2026.
Bar Harbor Wealth Management left its Invesco Municipal Opportunity Trust share count unchanged in Q2 2026.
Invesco Municipal Opportunity Trust made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #261 holding.
Bar Harbor Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2017 and has held it in 34 quarters since.
Bar Harbor Wealth Management's Invesco Municipal Opportunity Trust position peaked at $254K in Q4 2021.
12 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.