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

Capital Investment 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
Q1 		$128K Hold
13,500
– – ﹤0.01% 735
2025
Q4 		$129K Sell
13,500
-1,285
-9% -$12.4K ﹤0.01% 721
2025
Q3 		$143K Sell
14,785
-2,128
-13% -$19.7K ﹤0.01% 712
2025
Q2 		$155K Hold
16,913
– – ﹤0.01% 676
2025
Q1 		$161K Hold
16,913
– – ﹤0.01% 652
2024
Q4 		$164K Hold
16,913
– – ﹤0.01% 637
2024
Q3 		$174K Hold
16,913
– – ﹤0.01% 633
2024
Q2 		$170K Hold
16,913
– – ﹤0.01% 607
2024
Q1 		$165K Hold
16,913
– – ﹤0.01% 596
2023
Q4 		$163K Hold
16,913
– – ﹤0.01% 581
2023
Q3 		$139K Buy
16,913
+239
+1% +$2.18K ﹤0.01% 566
2023
Q2 		$158K Buy
16,674
+1,325
+9% +$12.5K ﹤0.01% 522
2023
Q1 		$151K Hold
15,349
– – ﹤0.01% 538
2022
Q4 		$152K Hold
15,349
– – ﹤0.01% 551
2022
Q3 		$140K Hold
15,349
– – ﹤0.01% 521
2022
Q2 		$159K Hold
15,349
– – 0.01% 534
2022
Q1 		$176K Hold
15,349
– – 0.01% 559
2021
Q4 		$212K Hold
15,349
– – 0.01% 549
2021
Q3 		$210K Hold
15,349
– – 0.01% 532
2021
Q2 		$209K Sell
15,349
-1,100
-7% -$14.9K 0.01% 530
2021
Q1 		$217K Sell
16,449
-147
-0.9% -$1.92K 0.01% 499
2020
Q4 		$213K Hold
16,596
– – 0.01% 482
2020
Q3 		$203K Hold
16,596
– – 0.01% 475
2020
Q2 		$197K Hold
16,596
– – 0.01% 465
2020
Q1 		$190K Sell
16,596
-1,310
-7% -$16.2K 0.01% 426
2019
Q4 		$221K Buy
17,906
+147
+0.8% +$1.82K 0.01% 468
2019
Q3 		$222K Hold
17,759
– – 0.01% 447
2019
Q2 		$218K Hold
17,759
– – 0.01% 446
2019
Q1 		$212K Hold
17,759
– – 0.01% 445
2018
Q4 		$199K Hold
17,759
– – 0.01% 438
2018
Q3 		$203K Hold
17,759
– – 0.01% 459
2018
Q2 		$208K Sell
17,759
-6,595
-27% -$77.2K 0.01% 449
2018
Q1 		$285K Hold
24,354
– – 0.02% 396
2017
Q4 		$302K Buy
24,354
+950
+4% +$11.9K 0.02% 386
2017
Q3 		$304K Hold
23,404
– – 0.02% 372
2017
Q2 		$306K Hold
23,404
– – 0.02% 371
2017
Q1 		$304K Sell
23,404
-1,420
-6% -$18.4K 0.02% 362
2016
Q4 		$316K Hold
24,824
– – 0.03% 342
2016
Q3 		$354K Sell
24,824
-1,675
-6% -$24.4K 0.03% 314
2016
Q2 		$395K Sell
26,499
-1,245
-4% -$17.8K 0.04% 288
2016
Q1 		$387K Sell
27,744
-1,698
-6% -$23K 0.04% 286
2015
Q4 		$388K Sell
29,442
-760
-3% -$9.72K 0.04% 287
2015
Q3 		$380K Buy
30,202
+14,133
+88% +$176K 0.04% 266
2015
Q2 		$196K Sell
16,069
-1,500
-9% -$18.9K 0.02% 369
2015
Q1 		$228K Buy
+17,569
New +$228K 0.02% 359

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

Capital Investment Advisors's VMO Position: Q1 2026 in Review

Capital Investment Advisors held its Invesco Municipal Opportunity Trust (VMO) position steady in Q1 2026 at 13,500 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Capital Investment Advisors first reported a position in VMO in Q1 2015 and has held it in 45 quarters since. The position peaked at $395K in Q2 2016. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Capital Investment Advisors held 13,500 shares of Invesco Municipal Opportunity Trust worth $128K as of Q1 2026.
  • Capital Investment Advisors left its Invesco Municipal Opportunity Trust share count unchanged in Q1 2026.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #735 holding.
  • Capital Investment Advisors first reported a position in Invesco Municipal Opportunity Trust in Q1 2015 and has held it in 45 quarters since.
  • Capital Investment Advisors's Invesco Municipal Opportunity Trust position peaked at $395K in Q2 2016.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.