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

BerganKDV 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
Q4 		– Sell
-1,755
Closed -$16K – 1113
2022
Q3 		$16K Buy
+1,755
New +$18K ﹤0.01% 518

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BerganKDV Wealth Management's VMO Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2022, closing a stake of 1,755 shares — an estimated $16K sold.

BerganKDV Wealth Management first reported a position in VMO in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 108 funds tracked by Wall St. Rank hold VMO as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,755 Invesco Municipal Opportunity Trust shares in Q4 2022, an estimated $16K.
  • BerganKDV Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco Municipal Opportunity Trust position peaked at $16K in Q3 2022.
  • 108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.