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

Cerity 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
2025 Q4	–	Sell	-12,964	Closed	-$125K	–	3025
2025 Q3	$125K	Hold	12,964	–	–	﹤0.01%	2595
2025 Q2	$119K	Hold	12,964	–	–	﹤0.01%	2453
2025 Q1	$123K	Sell	12,964 -1,363	-10%	-$13.2K	﹤0.01%	2296
2024 Q4	$139K	Sell	14,327 -299	-2%	-$2.98K	﹤0.01%	2296
2024 Q3	$150K	Buy	+14,626	New	+$148K	﹤0.01%	2372

Other funds holding VMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SIA

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

Cerity Partners's VMO Position: Q4 2025 in Review

Cerity Partners sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2025, closing a stake of 12,964 shares — an estimated $125K sold.

Cerity Partners first reported a position in VMO in Q3 2024 and held it in 5 quarters. The position peaked at $150K in Q3 2024. 111 funds tracked by Wall St. Rank hold VMO as of Q4 2025.

Cerity Partners reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 12,964 Invesco Municipal Opportunity Trust shares in Q4 2025, an estimated $125K.
Cerity Partners first reported a position in Invesco Municipal Opportunity Trust in Q3 2024 and held it in 5 quarters.
Cerity Partners's Invesco Municipal Opportunity Trust position peaked at $150K in Q3 2024.
111 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.