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Concurrent Investment Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Concurrent Investment Advisors’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 		$529K Buy
53,559
+15,318
+40% +$149K ﹤0.01% 1372
2026
Q1 		$364K Buy
38,241
+4,767
+14% +$46.5K ﹤0.01% 1383
2025
Q4 		$320K Buy
33,474
+2,435
+8% +$23.5K ﹤0.01% 1352
2025
Q3 		$300K Buy
31,039
+6,010
+24% +$55.6K 0.01% 1151
2025
Q2 		$230K Sell
25,029
-14,635
-37% -$135K ﹤0.01% 1202
2025
Q1 		$376K Buy
39,664
+13,524
+52% +$131K 0.01% 830
2024
Q4 		$254K Sell
26,140
-311
-1% -$3.09K 0.01% 891
2024
Q3 		$272K Buy
26,451
+4,646
+21% +$47K 0.01% 821
2024
Q2 		$220K Sell
21,805
-955
-4% -$9.2K 0.01% 842
2024
Q1 		$221K Sell
22,760
-2,927
-11% -$28.1K 0.01% 768
2023
Q4 		$247K Buy
+25,687
New +$225K 0.01% 713

Other funds holding VMO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Concurrent Investment Advisors's VMO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco Municipal Opportunity Trust (VMO) stake by 40% in Q2 2026, buying an estimated $149K and bringing the position to 53,559 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Concurrent Investment Advisors first reported a position in VMO in Q4 2023 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Concurrent Investment Advisors held 53,559 shares of Invesco Municipal Opportunity Trust worth $529K as of Q2 2026.
  • Concurrent Investment Advisors bought 15,318 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $149K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1372 holding.
  • Concurrent Investment Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2023 and has held it in 11 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.