Clark Asset Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Clark Asset Management’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 Q2	$257K	Buy	+26,059	New	+$253K	0.02%	239

Other funds holding VMO

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

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

HWAM

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

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

AAM

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

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

SIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clark Asset Management's VMO Position: Q2 2026 in Review

Clark Asset Management opened a new position in Invesco Municipal Opportunity Trust (VMO) in Q2 2026: 26,059 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings.

110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Clark Asset Management held 26,059 shares of Invesco Municipal Opportunity Trust worth $257K as of Q2 2026.
Invesco Municipal Opportunity Trust was a new Clark Asset Management position in Q2 2026.
Invesco Municipal Opportunity Trust made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #239 holding.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.