Castleview Partners’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Castleview Partners’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
2021 Q2	$28K	Buy	+2,025	New	+$27.4K	0.01%	508

Other funds holding VMO

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Castleview Partners's VMO Position: Q2 2021 in Review

Castleview Partners opened a new position in Invesco Municipal Opportunity Trust (VMO) in Q2 2021: 2,025 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings.

88 funds tracked by Wall St. Rank hold VMO as of Q2 2021.

Castleview Partners held 2,025 shares of Invesco Municipal Opportunity Trust worth $28K as of Q2 2021.
Invesco Municipal Opportunity Trust was a new Castleview Partners position in Q2 2021.
Invesco Municipal Opportunity Trust made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #508 holding.
88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.