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

Baystate 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
2023 Q4	$19.4K	Buy	+2,014	New	+$17.6K	﹤0.01%	567

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

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

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

Fiera Capital (Canada)

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

Baystate Wealth Management's VMO Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Invesco Municipal Opportunity Trust (VMO) in Q4 2023: 2,014 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings.

115 funds tracked by Wall St. Rank hold VMO as of Q4 2023.

Baystate Wealth Management held 2,014 shares of Invesco Municipal Opportunity Trust worth $19.4K as of Q4 2023.
Invesco Municipal Opportunity Trust was a new Baystate Wealth Management position in Q4 2023.
Invesco Municipal Opportunity Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #567 holding.
115 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.