FinTrust Capital Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

FinTrust Capital 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
2022 Q4	–	Sell	-10,000	Closed	-$91K	–	1287
2022 Q3	$91K	Hold	10,000	–	–	0.02%	388
2022 Q2	$104K	Hold	10,000	–	–	0.03%	385
2022 Q1	$115K	Hold	10,000	–	–	0.03%	402
2021 Q4	$138K	Hold	10,000	–	–	0.03%	355
2021 Q3	$137K	Hold	10,000	–	–	0.04%	342
2021 Q2	$136K	Hold	10,000	–	–	0.04%	356
2021 Q1	$132K	Hold	10,000	–	–	0.04%	353
2020 Q4	$128K	Hold	10,000	–	–	0.04%	334
2020 Q3	$122	Hold	10,000	–	–	0.02%	333
2020 Q2	$119K	Hold	10,000	–	–	0.05%	298
2020 Q1	$115K	Sell	10,000 -45,000	-82%	-$556K	0.06%	269
2019 Q4	$680K	Hold	55,000	–	–	0.28%	82
2019 Q3	$688K	Hold	55,000	–	–	0.24%	87
2019 Q2	$677K	Hold	55,000	–	–	0.27%	75
2019 Q1	$656K	Hold	55,000	–	–	0.27%	71
2018 Q4	$615K	Buy	+55,000	New	+$611K	0.3%	69

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

FinTrust Capital Advisors's VMO Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2022, closing a stake of 10,000 shares — an estimated $91K sold.

FinTrust Capital Advisors first reported a position in VMO in Q4 2018 and held it in 16 quarters. The position peaked at $688K in Q3 2019. 108 funds tracked by Wall St. Rank hold VMO as of Q4 2022.

FinTrust Capital Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 10,000 Invesco Municipal Opportunity Trust shares in Q4 2022, an estimated $91K.
FinTrust Capital Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2018 and held it in 16 quarters.
FinTrust Capital Advisors's Invesco Municipal Opportunity Trust position peaked at $688K in Q3 2019.
108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.