Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Carson Wealth (CWM LLC)’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 		$269K Buy
28,329
+26,474
+1,427% +$258K ﹤0.01% 2470
2025
Q4 		$18K Buy
1,855
+7
+0.4% +$67 ﹤0.01% 4237
2025
Q3 		$18K Buy
1,848
+6
+0.3% +$56 ﹤0.01% 4197
2025
Q2 		$17K Buy
1,842
+6
+0.3% +$55 ﹤0.01% 4023
2025
Q1 		$17K Buy
1,836
+6
+0.3% +$58 ﹤0.01% 3813
2024
Q4 		$18K Buy
+1,830
New +$18.2K ﹤0.01% 3529
2024
Q3 		– Sell
-1
Closed – – 5184
2024
Q2 		$0 Sell
1
-89
-99% -$857 ﹤0.01% 4977
2024
Q1 		$1K Buy
90
+2
+2% +$19 ﹤0.01% 4234
2023
Q4 		$1K Hold
88
– – ﹤0.01% 4060
2023
Q3 		$1K Sell
88
-620
-88% -$5.66K ﹤0.01% 4099
2023
Q2 		$7K Buy
708
+7
+1% +$66 ﹤0.01% 3309
2023
Q1 		$7K Buy
701
+7
+1% +$68 ﹤0.01% 3170
2022
Q4 		$7K Buy
694
+326
+89% +$3.03K ﹤0.01% 3037
2022
Q3 		$3K Buy
368
+105
+40% +$1.07K ﹤0.01% 3377
2022
Q2 		$3K Hold
263
– – ﹤0.01% 3256
2022
Q1 		$3K Hold
263
– – ﹤0.01% 3096
2021
Q4 		$4K Buy
+263
New +$3.57K ﹤0.01% 2896
2021
Q2 		$4K Hold
263
– – ﹤0.01% 2478
2021
Q1 		$4K Hold
263
– – ﹤0.01% 2478
2020
Q4 		$4K Hold
263
– – ﹤0.01% 2477
2020
Q3 		$4K Hold
263
– – ﹤0.01% 2477
2020
Q2 		$4K Hold
263
– – ﹤0.01% 2477
2020
Q1 		$4K Hold
263
– – ﹤0.01% 2477
2019
Q4 		$4K Hold
263
– – ﹤0.01% 2475
2019
Q3 		$4K Hold
263
– – ﹤0.01% 2475
2019
Q2 		$4K Hold
263
– – ﹤0.01% 2474
2019
Q1 		$4K Sell
263
-17,838
-99% -$210K ﹤0.01% 2471
2018
Q4 		$202K Buy
+18,101
New +$201K 0.01% 601
2017
Q4 		– Sell
-3,912
Closed -$51K – 1592
2017
Q3 		$51K Hold
3,912
– – ﹤0.01% 522
2017
Q2 		$51K Buy
+3,912
New +$51.3K ﹤0.01% 475

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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 $5.28B AUM 14.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VMO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco Municipal Opportunity Trust (VMO) stake by 1,427% in Q1 2026, buying an estimated $258K and bringing the position to 28,329 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Carson Wealth (CWM LLC) first reported a position in VMO in Q2 2017 and has held it in 30 quarters since. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,329 shares of Invesco Municipal Opportunity Trust worth $269K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 26,474 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $258K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2470 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Municipal Opportunity Trust in Q2 2017 and has held it in 30 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.