Focus Partners Wealth
VMO icon

Focus Partners Wealth’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Focus Partners Wealth’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
Q1 		$156K Hold
16,363
– – ﹤0.01% 2458
2025
Q4 		$157K Hold
16,363
– – ﹤0.01% 2487
2025
Q3 		$158K Buy
+16,363
New +$151K ﹤0.01% 2088

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Focus Partners Wealth's VMO Position: Q1 2026 in Review

Focus Partners Wealth held its Invesco Municipal Opportunity Trust (VMO) position steady in Q1 2026 at 16,363 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Focus Partners Wealth first reported a position in VMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $158K in Q3 2025. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Focus Partners Wealth held 16,363 shares of Invesco Municipal Opportunity Trust worth $156K as of Q1 2026.
  • Focus Partners Wealth left its Invesco Municipal Opportunity Trust share count unchanged in Q1 2026.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2458 holding.
  • Focus Partners Wealth first reported a position in Invesco Municipal Opportunity Trust in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Invesco Municipal Opportunity Trust position peaked at $158K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.