Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$3.4M Buy
344,102
+28,823
+9% +$280K 0.01% 1195
2026
Q1 		$3M Buy
315,279
+3,451
+1% +$33.7K 0.01% 1283
2025
Q4 		$2.98M Buy
311,828
+101,757
+48% +$981K 0.01% 1217
2025
Q3 		$2.03M Buy
210,071
+80,613
+62% +$746K 0.01% 1499
2025
Q2 		$1.19M Buy
129,458
+176
+0.1% +$1.62K ﹤0.01% 1819
2025
Q1 		$1.23M Buy
129,282
+12,459
+11% +$121K ﹤0.01% 1693
2024
Q4 		$1.14M Buy
116,823
+7,665
+7% +$76.3K ﹤0.01% 1764
2024
Q3 		$1.12M Sell
109,158
-1,876
-2% -$19K ﹤0.01% 1783
2024
Q2 		$1.12M Sell
111,034
-2,091
-2% -$20.1K ﹤0.01% 1685
2024
Q1 		$1.1M Sell
113,125
-4,566
-4% -$43.8K ﹤0.01% 1659
2023
Q4 		$1.13M Sell
117,691
-5,481
-4% -$48K ﹤0.01% 1564
2023
Q3 		$1.01M Buy
123,172
+899
+0.7% +$8.21K ﹤0.01% 1575
2023
Q2 		$1.16M Buy
122,273
+5,215
+4% +$49.3K 0.01% 1508
2023
Q1 		$1.15M Sell
117,058
-14,822
-11% -$144K 0.01% 1484
2022
Q4 		$1.31M Buy
131,880
+2,126
+2% +$19.7K 0.01% 1339
2022
Q3 		$1.18M Buy
129,754
+10,447
+9% +$107K 0.01% 1364
2022
Q2 		$1.23M Buy
119,307
+11,065
+10% +$116K 0.01% 1327
2022
Q1 		$1.24M Sell
108,242
-7,672
-7% -$93.3K 0.01% 1424
2021
Q4 		$1.6M Sell
115,914
-1,348
-1% -$18.3K 0.01% 1280
2021
Q3 		$1.6M Buy
117,262
+1,556
+1% +$21.4K 0.01% 1222
2021
Q2 		$1.57M Buy
115,706
+73,156
+172% +$989K 0.01% 1241
2021
Q1 		$561K Buy
42,550
+2,846
+7% +$37.2K ﹤0.01% 1823
2020
Q4 		$509K Buy
39,704
+981
+3% +$12.3K ﹤0.01% 1761
2020
Q3 		$473K Buy
38,723
+3,524
+10% +$43.4K ﹤0.01% 1639
2020
Q2 		$417K Buy
35,199
+1,846
+6% +$21.3K ﹤0.01% 1663
2020
Q1 		$382K Sell
33,353
-449
-1% -$5.54K ﹤0.01% 1531
2019
Q4 		$418K Sell
33,802
-4,244
-11% -$52.7K ﹤0.01% 1696
2019
Q3 		$476K Buy
38,046
+7,145
+23% +$89.8K ﹤0.01% 1533
2019
Q2 		$380K Buy
30,901
+270
+0.9% +$3.25K ﹤0.01% 1610
2019
Q1 		$365K Buy
30,631
+959
+3% +$11.3K ﹤0.01% 1686
2018
Q4 		$332K Buy
29,672
+5,953
+25% +$66.2K ﹤0.01% 1600
2018
Q3 		$271K Buy
23,719
+4,789
+25% +$56.4K ﹤0.01% 1862
2018
Q2 		$222K Buy
18,930
+87
+0.5% +$1.02K ﹤0.01% 1939
2018
Q1 		$221K Buy
18,843
+1,561
+9% +$18.6K ﹤0.01% 1904
2017
Q4 		$214K Sell
17,282
-372
-2% -$4.67K ﹤0.01% 1882
2017
Q3 		$230K Buy
17,654
+941
+6% +$12.4K ﹤0.01% 1733
2017
Q2 		$219K Sell
16,713
-181
-1% -$2.37K ﹤0.01% 1693
2017
Q1 		$219K Buy
16,894
+1,155
+7% +$15K ﹤0.01% 1564
2016
Q4 		$201K Sell
15,739
-1,318
-8% -$17.2K ﹤0.01% 1504
2016
Q3 		$243K Sell
17,057
-1,023
-6% -$14.9K ﹤0.01% 1428
2016
Q2 		$269K Buy
18,080
+2,382
+15% +$34K 0.01% 1219
2016
Q1 		$219K Buy
15,698
+87
+0.6% +$1.18K 0.01% 1353
2015
Q4 		$206K Buy
15,611
+89
+0.6% +$1.14K ﹤0.01% 1354
2015
Q3 		$195K Buy
15,522
+3,019
+24% +$37.6K 0.01% 1265
2015
Q2 		$153K Sell
12,503
-877
-7% -$11.1K ﹤0.01% 1323
2015
Q1 		$173K Buy
13,380
+50
+0.4% +$649 ﹤0.01% 1279
2014
Q4 		$171K Sell
13,330
-3,929
-23% -$49.8K 0.01% 1241
2014
Q3 		$216K Sell
17,259
-8,873
-34% -$110K 0.01% 1261
2014
Q2 		$329K Buy
26,132
+7,018
+37% +$87.4K 0.01% 966
2014
Q1 		$233K Buy
+19,114
New +$231K 0.01% 1078

Other funds holding VMO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BB
Burford Brothers Dallas, Texas $272M AUM 26.98% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Cambridge Investment Research Advisors's VMO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco Municipal Opportunity Trust (VMO) stake by 9.1% in Q2 2026, buying an estimated $280K and bringing the position to 344,102 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #1195.

Cambridge Investment Research Advisors first reported a position in VMO in Q1 2014 and has held it in 50 quarters since. 34 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Cambridge Investment Research Advisors held 344,102 shares of Invesco Municipal Opportunity Trust worth $3.4M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 28,823 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $280K.
  • Invesco Municipal Opportunity Trust made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1195 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Municipal Opportunity Trust in Q1 2014 and has held it in 50 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.