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Burford Brothers’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Burford Brothers’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 		$463K Buy
48,690
+20,040
+70% +$196K 0.19% 107
2025
Q4 		$274K Hold
28,650
– – 0.11% 144
2025
Q3 		$277K Hold
28,650
– – 0.12% 139
2025
Q2 		$263K Buy
+28,650
New +$264K 0.12% 135

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
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

Burford Brothers's VMO Position: Q1 2026 in Review

Burford Brothers increased its Invesco Municipal Opportunity Trust (VMO) stake by 70% in Q1 2026, buying an estimated $196K and bringing the position to 48,690 shares worth $463K. The position accounts for 0.19% of the portfolio, ranked #107.

Burford Brothers first reported a position in VMO in Q2 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Burford Brothers held 48,690 shares of Invesco Municipal Opportunity Trust worth $463K as of Q1 2026.
  • Burford Brothers bought 20,040 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $196K.
  • Invesco Municipal Opportunity Trust made up 0.19% of Burford Brothers's portfolio in Q1 2026, its #107 holding.
  • Burford Brothers first reported a position in Invesco Municipal Opportunity Trust in Q2 2025 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.