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BFC Planning, Inc.’s Invesco Municipal Opportunity Trust VMO Stock Holding History

BFC Planning, Inc.’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 		$135K Hold
13,650
– – 0.01% 1104
2026
Q1 		$130K Buy
13,650
+10,000
+274% +$97.6K 0.01% 1025
2025
Q4 		$34.9K Hold
3,650
– – ﹤0.01% 1512
2025
Q3 		$35.3K Hold
3,650
– – ﹤0.01% 1322
2025
Q2 		$33.5K Hold
3,650
– – ﹤0.01% 1283
2025
Q1 		$34.6K Hold
3,650
– – ﹤0.01% 1244
2024
Q4 		$35.5K Buy
+3,650
New +$36.3K ﹤0.01% 1245

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Guggenheim Capital
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Hennion & Walsh Asset Management
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Sit Investment Associates
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Wells Fargo
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BFC Planning, Inc.'s VMO Position: Q2 2026 in Review

BFC Planning, Inc. held its Invesco Municipal Opportunity Trust (VMO) position steady in Q2 2026 at 13,650 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #1104.

BFC Planning, Inc. first reported a position in VMO in Q4 2024 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • BFC Planning, Inc. held 13,650 shares of Invesco Municipal Opportunity Trust worth $135K as of Q2 2026.
  • BFC Planning, Inc. left its Invesco Municipal Opportunity Trust share count unchanged in Q2 2026.
  • Invesco Municipal Opportunity Trust made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1104 holding.
  • BFC Planning, Inc. first reported a position in Invesco Municipal Opportunity Trust in Q4 2024 and has held it in 7 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.