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Berger Financial Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Berger Financial Group’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
2021
Q4 		– Sell
-11,179
Closed -$153K – 263
2021
Q3 		$153K Hold
11,179
– – 0.03% 208
2021
Q2 		$152K Hold
11,179
– – 0.03% 203
2021
Q1 		$147K Buy
+11,179
New +$146K 0.03% 192

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's VMO Position: Q4 2021 in Review

Berger Financial Group sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2021, closing a stake of 11,179 shares — an estimated $153K sold.

Berger Financial Group first reported a position in VMO in Q1 2021 and held it in 3 quarters. The position peaked at $153K in Q3 2021. 88 funds tracked by Wall St. Rank hold VMO as of Q4 2021.

  • Berger Financial Group reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2021 after selling out during the quarter.
  • Berger Financial Group sold 11,179 Invesco Municipal Opportunity Trust shares in Q4 2021, an estimated $153K.
  • Berger Financial Group first reported a position in Invesco Municipal Opportunity Trust in Q1 2021 and held it in 3 quarters.
  • Berger Financial Group's Invesco Municipal Opportunity Trust position peaked at $153K in Q3 2021.
  • 88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2021.

Based on Berger Financial Group's 13F filing for Q4 2021, filed 26 Jan 2022.