Farther Finance Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Farther Finance 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	$8.74K	Hold	886	–	–	﹤0.01%	4512
2026 Q1	$8.46K	Hold	886	–	–	﹤0.01%	4214
2025 Q4	$8.48K	Hold	886	–	–	﹤0.01%	4018
2025 Q3	$8.57K	Hold	886	–	–	﹤0.01%	3511
2025 Q2	$8.13K	Hold	886	–	–	﹤0.01%	3180
2025 Q1	$8.45K	Buy	+886	New	+$8.61K	﹤0.01%	2820
2023 Q3	–	Sell	-50	Closed	-$473	–	2700
2023 Q2	$473	Buy	+50	New	+$473	﹤0.01%	2170

Other funds holding VMO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Farther Finance Advisors's VMO Position: Q2 2026 in Review

Farther Finance Advisors held its Invesco Municipal Opportunity Trust (VMO) position steady in Q2 2026 at 886 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4512.

Farther Finance Advisors first reported a position in VMO in Q2 2023 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Farther Finance Advisors held 886 shares of Invesco Municipal Opportunity Trust worth $8.74K as of Q2 2026.
Farther Finance Advisors left its Invesco Municipal Opportunity Trust share count unchanged in Q2 2026.
Invesco Municipal Opportunity Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4512 holding.
Farther Finance Advisors first reported a position in Invesco Municipal Opportunity Trust in Q2 2023 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.