C.M. Bidwell & Associates’s Invesco Municipal Opportunity Trust VMO Stock Holding History

C.M. Bidwell & Associates’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	-548	Closed	-$5.33K	–	524
2024 Q4	$5.33K	Hold	548	–	–	﹤0.01%	324
2024 Q3	$5.63K	Hold	548	–	–	﹤0.01%	316
2024 Q2	$5.52K	Hold	548	–	–	﹤0.01%	315
2024 Q1	$5.33K	Buy	+548	New	+$5.26K	﹤0.01%	319

Other funds holding VMO

RCM

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

RCM

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

C.M. Bidwell & Associates's VMO Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2025, closing a stake of 548 shares — an estimated $5.33K sold.

C.M. Bidwell & Associates first reported a position in VMO in Q1 2024 and held it in 4 quarters. The position peaked at $5.63K in Q3 2024. 108 funds tracked by Wall St. Rank hold VMO as of Q1 2025.

C.M. Bidwell & Associates reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 548 Invesco Municipal Opportunity Trust shares in Q1 2025, an estimated $5.33K.
C.M. Bidwell & Associates first reported a position in Invesco Municipal Opportunity Trust in Q1 2024 and held it in 4 quarters.
C.M. Bidwell & Associates's Invesco Municipal Opportunity Trust position peaked at $5.63K in Q3 2024.
108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.