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Fortitude Advisory Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-8,406
Closed -$96K – 1262
2022
Q1 		$96K Hold
8,406
– – 0.05% 356
2021
Q4 		$116K Buy
+8,406
New +$114K 0.06% 317

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortitude Advisory Group's VMO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2022, closing a stake of 8,406 shares — an estimated $96K sold.

Fortitude Advisory Group first reported a position in VMO in Q4 2021 and held it in 2 quarters. The position peaked at $116K in Q4 2021. 108 funds tracked by Wall St. Rank hold VMO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 8,406 Invesco Municipal Opportunity Trust shares in Q2 2022, an estimated $96K.
  • Fortitude Advisory Group first reported a position in Invesco Municipal Opportunity Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Invesco Municipal Opportunity Trust position peaked at $116K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.