FourThought Financial’s Invesco Municipal Opportunity Trust VMO Stock Holding History

FourThought Financial’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 Q3	$16K	Hold	1,765	–	–	﹤0.01%	924
2022 Q2	$18K	Hold	1,765	–	–	﹤0.01%	895
2022 Q1	$20K	Hold	1,765	–	–	﹤0.01%	907
2021 Q4	$24K	Sell	1,765 -500	-22%	-$6.78K	﹤0.01%	888
2021 Q3	$31K	Hold	2,265	–	–	﹤0.01%	845
2021 Q2	$30K	Hold	2,265	–	–	﹤0.01%	852
2021 Q1	$29K	Hold	2,265	–	–	﹤0.01%	827
2020 Q4	$29K	Buy	+2,265	New	+$28.3K	﹤0.01%	796

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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) 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 New York $133B AUM 72.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FourThought Financial's VMO Position: Q3 2022 in Review

FourThought Financial held its Invesco Municipal Opportunity Trust (VMO) position steady in Q3 2022 at 1,765 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

FourThought Financial first reported a position in VMO in Q4 2020 and has held it in 8 quarters since. The position peaked at $31K in Q3 2021. 106 funds tracked by Wall St. Rank hold VMO as of Q3 2022.

FourThought Financial held 1,765 shares of Invesco Municipal Opportunity Trust worth $16K as of Q3 2022.
FourThought Financial left its Invesco Municipal Opportunity Trust share count unchanged in Q3 2022.
Invesco Municipal Opportunity Trust made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #924 holding.
FourThought Financial first reported a position in Invesco Municipal Opportunity Trust in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Invesco Municipal Opportunity Trust position peaked at $31K in Q3 2021.
106 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.