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GeoWealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

GeoWealth 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
2024
Q1 		– Sell
-52,349
Closed -$503K – 913
2023
Q4 		$503K Buy
+52,349
New +$459K 0.04% 335

Other funds holding VMO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

GeoWealth Management's VMO Position: Q1 2024 in Review

GeoWealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2024, closing a stake of 52,349 shares — an estimated $503K sold.

GeoWealth Management first reported a position in VMO in Q4 2023 and held it in 1 quarter. The position peaked at $503K in Q4 2023. 115 funds tracked by Wall St. Rank hold VMO as of Q1 2024.

  • GeoWealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2024 after selling out during the quarter.
  • GeoWealth Management sold 52,349 Invesco Municipal Opportunity Trust shares in Q1 2024, an estimated $503K.
  • GeoWealth Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2023 and held it in 1 quarter.
  • GeoWealth Management's Invesco Municipal Opportunity Trust position peaked at $503K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2024.

Based on GeoWealth Management's 13F filing for Q1 2024, filed 15 May 2024.