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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
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

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Global Retirement Partners's VMO Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco Municipal Opportunity Trust (VMO) stake by 1,039% in Q4 2025, buying an estimated $76.8K and bringing the position to 8,737 shares worth $83.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Global Retirement Partners first reported a position in VMO in Q1 2023 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold VMO as of Q4 2025.

  • Global Retirement Partners held 8,737 shares of Invesco Municipal Opportunity Trust worth $83.6K as of Q4 2025.
  • Global Retirement Partners bought 7,970 Invesco Municipal Opportunity Trust shares in Q4 2025, an estimated $76.8K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2026 holding.
  • Global Retirement Partners first reported a position in Invesco Municipal Opportunity Trust in Q1 2023 and has held it in 11 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.