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HUB Investment Partners’s Invesco Municipal Opportunity Trust VMO Stock Holding History

HUB Investment 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
Q1 		$301K Sell
31,678
-35,607
-53% -$348K 0.01% 806
2025
Q4 		$644K Sell
67,285
-2,663
-4% -$25.7K 0.02% 415
2025
Q3 		$676K Sell
69,948
-6,238
-8% -$57.7K 0.02% 341
2025
Q2 		$699K Sell
76,186
-12,181
-14% -$112K 0.02% 318
2025
Q1 		$839K Sell
88,367
-1,803
-2% -$17.5K 0.03% 250
2024
Q4 		$876K Buy
90,170
+6,939
+8% +$69K 0.04% 225
2024
Q3 		$855K Sell
83,231
-22,124
-21% -$224K 0.04% 218
2024
Q2 		$1.06M Buy
105,355
+891
+0.9% +$8.58K 0.04% 185
2024
Q1 		$1.02M Sell
104,464
-30,045
-22% -$289K 0.06% 179
2023
Q4 		$1.29M Sell
134,509
-3,817
-3% -$33.4K 0.09% 155
2023
Q3 		$1.14M Buy
138,326
+7,637
+6% +$69.8K 0.17% 87
2023
Q2 		$1.24M Buy
130,689
+5,679
+5% +$53.7K 0.21% 83
2023
Q1 		$1.23M Sell
125,010
-6,303
-5% -$61.2K 0.25% 75
2022
Q4 		$1.3M Sell
131,313
-2,662
-2% -$24.7K 0.28% 53
2022
Q3 		$1.22M Sell
133,975
-31
-0% -$317 0.37% 63
2022
Q2 		$1.38M Sell
134,006
-19,870
-13% -$207K 0.43% 64
2022
Q1 		$1.76M Buy
153,876
+20,870
+16% +$254K 0.41% 64
2021
Q4 		$1.84M Buy
133,006
+5,352
+4% +$72.6K 0.43% 62
2021
Q3 		$1.75M Buy
127,654
+3,020
+2% +$41.6K 0.42% 72
2021
Q2 		$1.7M Sell
124,634
-3,024
-2% -$40.9K 0.45% 62
2021
Q1 		$1.68M Sell
127,658
-46,117
-27% -$603K 0.5% 58
2020
Q4 		$2.12M Buy
+173,775
New +$2.17M 0.97% 28

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

HUB Investment Partners's VMO Position: Q1 2026 in Review

HUB Investment Partners reduced its Invesco Municipal Opportunity Trust (VMO) stake by 53% in Q1 2026, selling an estimated $348K and leaving 31,678 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #806.

HUB Investment Partners first reported a position in VMO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.12M in Q4 2020. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • HUB Investment Partners held 31,678 shares of Invesco Municipal Opportunity Trust worth $301K as of Q1 2026.
  • HUB Investment Partners sold 35,607 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $348K.
  • Invesco Municipal Opportunity Trust made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #806 holding.
  • HUB Investment Partners first reported a position in Invesco Municipal Opportunity Trust in Q4 2020 and has held it in 22 quarters since.
  • HUB Investment Partners's Invesco Municipal Opportunity Trust position peaked at $2.12M in Q4 2020.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.