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Garton & Associates Financial Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-3,417
Closed -$32.7K – 679
2025
Q4 		$32.7K Buy
+3,417
New +$32.9K 0.02% 482

Other funds holding VMO

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GC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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 $5.28B AUM 14.42% 1-Year Est. Return

Garton & Associates Financial Advisors's VMO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2026, closing a stake of 3,417 shares — an estimated $32.7K sold.

Garton & Associates Financial Advisors first reported a position in VMO in Q4 2025 and held it in 1 quarter. The position peaked at $32.7K in Q4 2025. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,417 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $32.7K.
  • Garton & Associates Financial Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco Municipal Opportunity Trust position peaked at $32.7K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.