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FSA Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

FSA Wealth 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
2021
Q1 		– Sell
-850
Closed -$11K – 229
2020
Q4 		$11K Buy
+850
New +$10.6K 0.01% 264
2020
Q3 		– Sell
-850
Closed -$10K – 347
2020
Q2 		$10K Hold
850
– – 0.01% 271
2020
Q1 		$10K Hold
850
– – 0.01% 248
2019
Q4 		$11K Buy
+850
New +$10.6K 0.01% 299

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FSA Wealth Management's VMO Position: Q1 2021 in Review

FSA Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2021, closing a stake of 850 shares — an estimated $11K sold.

FSA Wealth Management first reported a position in VMO in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2020. 92 funds tracked by Wall St. Rank hold VMO as of Q1 2021.

  • FSA Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2021 after selling out during the quarter.
  • FSA Wealth Management sold 850 Invesco Municipal Opportunity Trust shares in Q1 2021, an estimated $11K.
  • FSA Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2019 and held it in 4 quarters.
  • FSA Wealth Management's Invesco Municipal Opportunity Trust position peaked at $11K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2021.

Based on FSA Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.