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Global Retirement Partners’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Global Retirement Partners’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 		$93.1K Buy
+9,433
New +$91.5K ﹤0.01% 2118
2025
Q4 		$83.6K Buy
8,737
+7,970
+1,039% +$76.8K ﹤0.01% 2026
2025
Q3 		$7.41K Hold
767
– – ﹤0.01% 2822
2025
Q2 		$7.04K Buy
+767
New +$7.07K ﹤0.01% 2760
2024
Q4 		$5.6K Hold
576
– – ﹤0.01% 2632
2024
Q3 		$5.92K Hold
576
– – ﹤0.01% 2495
2024
Q2 		$5.81K Hold
576
– – ﹤0.01% 2553
2024
Q1 		$5.6K Hold
576
– – ﹤0.01% 2349
2023
Q4 		$5.44K Hold
576
– – ﹤0.01% 2288
2023
Q3 		$4.76K Hold
576
– – ﹤0.01% 2210
2023
Q2 		$5.45K Hold
576
– – ﹤0.01% 2166
2023
Q1 		$5.43K Buy
+576
New +$5.59K ﹤0.01% 2133

Other funds holding VMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Retirement Partners's VMO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Municipal Opportunity Trust (VMO) in Q2 2026: 9,433 shares worth $93.1K. The stake represents ﹤0.01% of the portfolio and ranks #2118 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VMO as recently as Q4 2025.

Global Retirement Partners first reported a position in VMO in Q1 2023 and has held it in 12 quarters since. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Global Retirement Partners held 9,433 shares of Invesco Municipal Opportunity Trust worth $93.1K as of Q2 2026.
  • Invesco Municipal Opportunity Trust was a new Global Retirement Partners position in Q2 2026.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2118 holding.
  • Global Retirement Partners first reported a position in Invesco Municipal Opportunity Trust in Q1 2023 and has held it in 12 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.