HighTower Advisors
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HighTower Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

HighTower Advisors’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
-48,162
Closed -$496K – 4070
2024
Q3 		$496K Buy
+48,162
New +$487K ﹤0.01% 2402
2024
Q2 		– Sell
-41,020
Closed -$396K – 3931
2024
Q1 		$396K Sell
41,020
-15,716
-28% -$151K ﹤0.01% 2458
2023
Q4 		$547K Buy
56,736
+46,311
+444% +$406K ﹤0.01% 2255
2023
Q3 		$86K Sell
10,425
-2,490
-19% -$22.7K ﹤0.01% 3131
2023
Q2 		$122K Buy
12,915
+652
+5% +$6.17K ﹤0.01% 3034
2023
Q1 		$120K Buy
12,263
+9
+0.1% +$87 ﹤0.01% 2904
2022
Q4 		$121K Sell
12,254
-274
-2% -$2.54K ﹤0.01% 2909
2022
Q3 		$115K Buy
+12,528
New +$128K ﹤0.01% 2738
2016
Q1 		– Sell
-14,142
Closed -$184K – 2196
2015
Q4 		$184K Sell
14,142
-6,900
-33% -$88.3K ﹤0.01% 1766
2015
Q3 		$266K Sell
21,042
-223
-1% -$2.78K ﹤0.01% 1508
2015
Q2 		$259K Buy
+21,265
New +$268K ﹤0.01% 1254
2015
Q1 		– Sell
-19,697
Closed -$253K – 1696
2014
Q4 		$253K Sell
19,697
-23
-0.1% -$292 ﹤0.01% 1302
2014
Q3 		$247K Hold
19,720
– – ﹤0.01% 1284
2014
Q2 		$248K Buy
19,720
+71
+0.4% +$884 ﹤0.01% 1323
2014
Q1 		$240K Sell
19,649
-15,760
-45% -$191K ﹤0.01% 1250
2013
Q4 		$415K Buy
35,409
+4,923
+16% +$56.6K 0.01% 1037
2013
Q3 		$359K Buy
+30,486
New +$356K 0.01% 958

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

HighTower Advisors's VMO Position: Q4 2024 in Review

HighTower Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2024, closing a stake of 48,162 shares — an estimated $496K sold.

HighTower Advisors first reported a position in VMO in Q3 2013 and held it in 17 quarters. The position peaked at $547K in Q4 2023. 116 funds tracked by Wall St. Rank hold VMO as of Q4 2024.

  • HighTower Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 48,162 Invesco Municipal Opportunity Trust shares in Q4 2024, an estimated $496K.
  • HighTower Advisors first reported a position in Invesco Municipal Opportunity Trust in Q3 2013 and held it in 17 quarters.
  • HighTower Advisors's Invesco Municipal Opportunity Trust position peaked at $547K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.