Boaz Weinstein’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Boaz Weinstein’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
2025 Q1	–	Sell	-2,180,578	Closed	-$21.2M	–	285
2024 Q4	$21.2M	Sell	2,180,578 -4,039,762	-65%	-$40.2M	0.5%	44
2024 Q3	$63.9M	Sell	6,220,340 -484,859	-7%	-$4.91M	1.33%	17
2024 Q2	$67.6M	Buy	6,705,199 +479,351	+8%	+$4.62M	1.12%	14
2024 Q1	$60.6M	Buy	6,225,848 +5,472,556	+726%	+$52.6M	1.04%	16
2023 Q4	$7.24M	Buy	753,292 +635,241	+538%	+$5.56M	0.15%	127
2023 Q3	$972K	Buy	+118,051	New	+$1.08M	0.02%	247

Other funds holding VMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Boaz Weinstein's VMO Position: Q1 2025 in Review

Boaz Weinstein sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2025, closing a stake of 2,180,578 shares — an estimated $21.2M sold.

Boaz Weinstein first reported a position in VMO in Q3 2023 and held it in 6 quarters. The position peaked at $67.6M in Q2 2024. 108 funds tracked by Wall St. Rank hold VMO as of Q1 2025.

Boaz Weinstein reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2025 after selling out during the quarter.
Boaz Weinstein sold 2,180,578 Invesco Municipal Opportunity Trust shares in Q1 2025, an estimated $21.2M.
Boaz Weinstein first reported a position in Invesco Municipal Opportunity Trust in Q3 2023 and held it in 6 quarters.
Boaz Weinstein's Invesco Municipal Opportunity Trust position peaked at $67.6M in Q2 2024.
108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2025.

Based on Saba Capital Management's 13F filing for Q1 2025, filed 15 May 2025.