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

Formidable 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	$126K	Buy	+13,250	New	+$129K	0.02%	377
2025 Q4	–	Sell	-21,650	Closed	-$199K	–	420
2025 Q3	$199K	Buy	21,650 +2,800	+15%	+$25.9K	0.03%	378
2025 Q2	$179K	Hold	18,850	–	–	0.03%	368
2025 Q1	$179K	Buy	+18,850	New	+$183K	0.03%	369
2016 Q2	–	Sell	-351	Closed	-$4K	–	413
2016 Q1	$4K	Hold	351	–	–	﹤0.01%	429
2015 Q4	$4K	Hold	351	–	–	﹤0.01%	481
2015 Q3	$4K	Hold	351	–	–	﹤0.01%	524
2015 Q2	$4K	Hold	351	–	–	﹤0.01%	466
2015 Q1	$4K	Hold	351	–	–	﹤0.01%	452
2014 Q4	$5K	Hold	351	–	–	﹤0.01%	404
2014 Q3	$4K	Hold	351	–	–	﹤0.01%	418
2014 Q2	$4K	Hold	351	–	–	﹤0.01%	445
2014 Q1	$4K	Hold	351	–	–	﹤0.01%	409
2013 Q4	$4K	Hold	351	–	–	﹤0.01%	431
2013 Q3	$4K	Buy	+351	New	+$4.09K	﹤0.01%	383

Other funds holding VMO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Burford Brothers Dallas, Texas $272M AUM 26.98% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

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

Formidable Asset Management opened a new position in Invesco Municipal Opportunity Trust (VMO) in Q2 2026: 13,250 shares worth $126K. The stake represents 0.02% of the portfolio and ranks #377 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in VMO as recently as Q3 2025.

Formidable Asset Management first reported a position in VMO in Q3 2013 and has held it in 15 quarters since. The position peaked at $199K in Q3 2025. 32 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Formidable Asset Management held 13,250 shares of Invesco Municipal Opportunity Trust worth $126K as of Q2 2026.
Invesco Municipal Opportunity Trust was a new Formidable Asset Management position in Q2 2026.
Invesco Municipal Opportunity Trust made up 0.02% of Formidable Asset Management's portfolio in Q2 2026, its #377 holding.
Formidable Asset Management first reported a position in Invesco Municipal Opportunity Trust in Q3 2013 and has held it in 15 quarters since.
Formidable Asset Management's Invesco Municipal Opportunity Trust position peaked at $199K in Q3 2025.
32 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.