Cetera Investment Advisers
VMO icon

Cetera Investment Advisers’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Cetera Investment Advisers’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 		$162K Sell
16,987
-3,573
-17% -$34.9K ﹤0.01% 4340
2025
Q4 		$197K Sell
20,560
-6,128
-23% -$59.1K ﹤0.01% 4242
2025
Q3 		$258K Sell
26,688
-23,795
-47% -$220K ﹤0.01% 3964
2025
Q2 		$463K Buy
50,483
+13,676
+37% +$126K ﹤0.01% 3025
2025
Q1 		$349K Buy
36,807
+6,655
+22% +$64.7K ﹤0.01% 3136
2024
Q4 		$293K Sell
30,152
-6,722
-18% -$66.9K ﹤0.01% 3146
2024
Q3 		$379K Sell
36,874
-177,477
-83% -$1.8M ﹤0.01% 2879
2024
Q2 		$2.16M Sell
214,351
-7,538
-3% -$72.6K 0.01% 1508
2024
Q1 		$2.16M Buy
221,889
+209,801
+1,736% +$2.01M 0.01% 1487
2023
Q4 		$116K Buy
12,088
+75
+0.6% +$657 ﹤0.01% 2127
2023
Q3 		$98.9K Sell
12,013
-4,846
-29% -$44.3K ﹤0.01% 2097
2023
Q2 		$159K Buy
16,859
+4,769
+39% +$45.1K ﹤0.01% 2026
2023
Q1 		$119K Buy
12,090
+2,050
+20% +$19.9K ﹤0.01% 2041
2022
Q4 		$99.5K Sell
10,040
-2,191
-18% -$20.4K ﹤0.01% 1995
2022
Q3 		$111K Sell
12,231
-4,500
-27% -$46.1K ﹤0.01% 1574
2022
Q2 		$173K Sell
16,731
-2,592
-13% -$27.1K ﹤0.01% 1675
2022
Q1 		$221K Hold
19,323
– – ﹤0.01% 1655
2021
Q4 		$267K Hold
19,323
– – ﹤0.01% 1559
2021
Q3 		$265K Sell
19,323
-1,300
-6% -$17.9K ﹤0.01% 1516
2021
Q2 		$280K Hold
20,623
– – ﹤0.01% 1462
2021
Q1 		$272K Sell
20,623
-260
-1% -$3.4K 0.01% 1300
2020
Q4 		$268K Buy
+20,883
New +$261K 0.01% 1298

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

Cetera Investment Advisers's VMO Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Invesco Municipal Opportunity Trust (VMO) stake by 17% in Q1 2026, selling an estimated $34.9K and leaving 16,987 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #4340.

Cetera Investment Advisers first reported a position in VMO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.16M in Q2 2024. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Cetera Investment Advisers held 16,987 shares of Invesco Municipal Opportunity Trust worth $162K as of Q1 2026.
  • Cetera Investment Advisers sold 3,573 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $34.9K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4340 holding.
  • Cetera Investment Advisers first reported a position in Invesco Municipal Opportunity Trust in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Invesco Municipal Opportunity Trust position peaked at $2.16M in Q2 2024.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.