FFO
VMO icon

Fortitude Family Office’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Fortitude Family Office’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
2025
Q2 		– Sell
-2,000
Closed -$19K – 2145
2025
Q1 		$19K Hold
2,000
– – 0.01% 410
2024
Q4 		$19.4K Hold
2,000
– – 0.01% 461
2024
Q3 		$20.5K Buy
+2,000
New +$20.2K 0.01% 410

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Fortitude Family Office's VMO Position: Q2 2025 in Review

Fortitude Family Office sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2025, closing a stake of 2,000 shares — an estimated $19K sold.

Fortitude Family Office first reported a position in VMO in Q3 2024 and held it in 3 quarters. The position peaked at $20.5K in Q3 2024. 105 funds tracked by Wall St. Rank hold VMO as of Q2 2025.

  • Fortitude Family Office reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 2,000 Invesco Municipal Opportunity Trust shares in Q2 2025, an estimated $19K.
  • Fortitude Family Office first reported a position in Invesco Municipal Opportunity Trust in Q3 2024 and held it in 3 quarters.
  • Fortitude Family Office's Invesco Municipal Opportunity Trust position peaked at $20.5K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.