Gradient Investments’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Gradient Investments’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
2021 Q1	–	Sell	-549	Closed	-$7K	–	1297
2020 Q4	$7K	Hold	549	–	–	﹤0.01%	768
2020 Q3	$7K	Hold	549	–	–	﹤0.01%	775
2020 Q2	$7K	Hold	549	–	–	﹤0.01%	702
2020 Q1	$6K	Hold	549	–	–	﹤0.01%	755
2019 Q4	$7K	Hold	549	–	–	﹤0.01%	771
2019 Q3	$7K	Hold	549	–	–	﹤0.01%	752
2019 Q2	$7K	Hold	549	–	–	﹤0.01%	729
2019 Q1	$7K	Hold	549	–	–	﹤0.01%	611
2018 Q4	$6K	Hold	549	–	–	﹤0.01%	685
2018 Q3	$6K	Hold	549	–	–	﹤0.01%	720
2018 Q2	$6K	Hold	549	–	–	﹤0.01%	700
2018 Q1	$6K	Buy	+549	New	+$6.55K	﹤0.01%	706
2013 Q3	–	Sell	-1,207	Closed	-$16K	–	596
2013 Q2	$16K	Buy	+1,207	New	+$16.7K	0.01%	235

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Gradient Investments's VMO Position: Q1 2021 in Review

Gradient Investments sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2021, closing a stake of 549 shares — an estimated $7K sold.

Gradient Investments first reported a position in VMO in Q2 2013 and held it in 13 quarters. The position peaked at $16K in Q2 2013. 92 funds tracked by Wall St. Rank hold VMO as of Q1 2021.

Gradient Investments reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2021 after selling out during the quarter.
Gradient Investments sold 549 Invesco Municipal Opportunity Trust shares in Q1 2021, an estimated $7K.
Gradient Investments first reported a position in Invesco Municipal Opportunity Trust in Q2 2013 and held it in 13 quarters.
Gradient Investments's Invesco Municipal Opportunity Trust position peaked at $16K in Q2 2013.
92 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.