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

Gilliland Jeter 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
2024
Q4 		– Sell
-6,757
Closed -$69.4K – 621
2024
Q3 		$69.4K Buy
6,757
+101
+2% +$1.02K 0.02% 267
2024
Q2 		$67.1K Buy
6,656
+76
+1% +$732 0.02% 258
2024
Q1 		$64K Buy
+6,580
New +$63.2K 0.02% 262

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Gilliland Jeter Wealth Management's VMO Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2024, closing a stake of 6,757 shares — an estimated $69.4K sold.

Gilliland Jeter Wealth Management first reported a position in VMO in Q1 2024 and held it in 3 quarters. The position peaked at $69.4K in Q3 2024. 116 funds tracked by Wall St. Rank hold VMO as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 6,757 Invesco Municipal Opportunity Trust shares in Q4 2024, an estimated $69.4K.
  • Gilliland Jeter Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Invesco Municipal Opportunity Trust position peaked at $69.4K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.