CoreCap Advisors
VMO icon

CoreCap Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

CoreCap 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
Q3 		– Sell
-1,700
Closed -$16.8K – 3359
2026
Q2 		$16.8K Buy
+1,700
New +$16.5K ﹤0.01% 1876

Other funds holding VMO

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

CoreCap Advisors's VMO Position: Q3 2026 in Review

CoreCap Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2026, closing a stake of 1,700 shares — an estimated $16.8K sold.

CoreCap Advisors first reported a position in VMO in Q2 2026 and held it in 1 quarter. The position peaked at $16.8K in Q2 2026. 18 funds tracked by Wall St. Rank hold VMO as of Q3 2026.

  • CoreCap Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 1,700 Invesco Municipal Opportunity Trust shares in Q3 2026, an estimated $16.8K.
  • CoreCap Advisors first reported a position in Invesco Municipal Opportunity Trust in Q2 2026 and held it in 1 quarter.
  • CoreCap Advisors's Invesco Municipal Opportunity Trust position peaked at $16.8K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.