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

Encompass More 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	$103K	Sell	10,410 -2,220	-18%	-$21.5K	0.01%	272
2026 Q1	$120K	Hold	12,630	–	–	0.02%	240
2025 Q4	$121K	Hold	12,630	–	–	0.02%	239
2025 Q3	$122K	Hold	12,630	–	–	0.02%	230
2025 Q2	$116K	Sell	12,630 -307	-2%	-$2.83K	0.03%	210
2025 Q1	$123K	Hold	12,937	–	–	0.04%	186
2024 Q4	$126K	Hold	12,937	–	–	0.04%	183
2024 Q3	$133K	Buy	+12,937	New	+$131K	0.05%	182

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

Encompass More Asset Management's VMO Position: Q2 2026 in Review

Encompass More Asset Management reduced its Invesco Municipal Opportunity Trust (VMO) stake by 18% in Q2 2026, selling an estimated $21.5K and leaving 10,410 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #272.

Encompass More Asset Management first reported a position in VMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $133K in Q3 2024. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Encompass More Asset Management held 10,410 shares of Invesco Municipal Opportunity Trust worth $103K as of Q2 2026.
Encompass More Asset Management sold 2,220 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $21.5K.
Invesco Municipal Opportunity Trust made up 0.01% of Encompass More Asset Management's portfolio in Q2 2026, its #272 holding.
Encompass More Asset Management first reported a position in Invesco Municipal Opportunity Trust in Q3 2024 and has held it in 8 quarters since.
Encompass More Asset Management's Invesco Municipal Opportunity Trust position peaked at $133K in Q3 2024.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.