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

Envestnet 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	$147K	Buy	+14,925	New	+$145K	﹤0.01%	4697
2022 Q2	–	Sell	-28,338	Closed	-$324K	–	4082
2022 Q1	$324K	Buy	28,338 +12,052	+74%	+$147K	﹤0.01%	3410
2021 Q4	$225K	Buy	16,286 +15	+0.1%	+$203	﹤0.01%	3596
2021 Q3	$223K	Buy	16,271 +249	+2%	+$3.43K	﹤0.01%	3452
2021 Q2	$218K	Buy	16,022 +5,842	+57%	+$79K	﹤0.01%	3449
2021 Q1	$134K	Buy	+10,180	New	+$133K	﹤0.01%	3400
2014 Q1	–	Sell	-263	Closed	-$3K	–	2647
2013 Q4	$3K	Buy	+263	New	+$3.02K	﹤0.01%	2170

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

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

Envestnet Asset Management opened a new position in Invesco Municipal Opportunity Trust (VMO) in Q2 2026: 14,925 shares worth $147K. The stake represents ﹤0.01% of the portfolio and ranks #4697 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in VMO as recently as Q1 2022.

Envestnet Asset Management first reported a position in VMO in Q4 2013 and has held it in 7 quarters since. The position peaked at $324K in Q1 2022. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Envestnet Asset Management held 14,925 shares of Invesco Municipal Opportunity Trust worth $147K as of Q2 2026.
Invesco Municipal Opportunity Trust was a new Envestnet Asset Management position in Q2 2026.
Invesco Municipal Opportunity Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4697 holding.
Envestnet Asset Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2013 and has held it in 7 quarters since.
Envestnet Asset Management's Invesco Municipal Opportunity Trust position peaked at $324K in Q1 2022.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.