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
Q2 		$162K Hold
16,363
– – ﹤0.01% 2550
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

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
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
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth's VMO Position: Q2 2026 in Review

Focus Partners Wealth held its Invesco Municipal Opportunity Trust (VMO) position steady in Q2 2026 at 16,363 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Focus Partners Wealth first reported a position in VMO in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Focus Partners Wealth held 16,363 shares of Invesco Municipal Opportunity Trust worth $162K as of Q2 2026.
  • Focus Partners Wealth left its Invesco Municipal Opportunity Trust share count unchanged in Q2 2026.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2550 holding.
  • Focus Partners Wealth first reported a position in Invesco Municipal Opportunity Trust in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.