Garden State Investment Advisory Services’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Garden State Investment Advisory Services’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 Q1	$3.11M	Buy	327,025 +278,425	+573%	+$2.72M	0.68%	39
2025 Q4	$465K	Buy	48,600 +31,350	+182%	+$302K	0.1%	161
2025 Q3	$167K	Buy	+17,250	New	+$160K	0.04%	287

Other funds holding VMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SIA

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

Garden State Investment Advisory Services's VMO Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Invesco Municipal Opportunity Trust (VMO) stake by 573% in Q1 2026, buying an estimated $2.72M and bringing the position to 327,025 shares worth $3.11M. The position accounts for 0.68% of the portfolio, ranked #39.

Garden State Investment Advisory Services first reported a position in VMO in Q3 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

Garden State Investment Advisory Services held 327,025 shares of Invesco Municipal Opportunity Trust worth $3.11M as of Q1 2026.
Garden State Investment Advisory Services bought 278,425 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $2.72M.
Invesco Municipal Opportunity Trust made up 0.68% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #39 holding.
Garden State Investment Advisory Services first reported a position in Invesco Municipal Opportunity Trust in Q3 2025 and has held it in 3 quarters since.
105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.