Blue Bell Private Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-4,715	Closed	-$45.1K	–	779
2025 Q4	$45.1K	Sell	4,715 -2,337	-33%	-$22.5K	0.01%	417
2025 Q3	$68.2K	Sell	7,052 -1,937	-22%	-$17.9K	0.01%	364
2025 Q2	$82.5K	Sell	8,989 -3,400	-27%	-$31.3K	0.01%	332
2025 Q1	$118K	Hold	12,389	–	–	0.02%	275
2024 Q4	$120K	Sell	12,389 -2,212	-15%	-$22K	0.02%	257
2024 Q3	$150K	Hold	14,601	–	–	0.03%	242
2024 Q2	$147K	Buy	14,601 +1,042	+8%	+$10K	0.03%	224
2024 Q1	$132K	Buy	+13,559	New	+$130K	0.03%	233

Other funds holding VMO

RCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

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

SIA

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

Blue Bell Private Wealth Management's VMO Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2026, closing a stake of 4,715 shares — an estimated $45.1K sold.

Blue Bell Private Wealth Management first reported a position in VMO in Q1 2024 and held it in 8 quarters. The position peaked at $150K in Q3 2024. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

Blue Bell Private Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 4,715 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $45.1K.
Blue Bell Private Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q1 2024 and held it in 8 quarters.
Blue Bell Private Wealth Management's Invesco Municipal Opportunity Trust position peaked at $150K in Q3 2024.
105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.