IA
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IFP Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

IFP 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
2023
Q1 		– Sell
-180
Closed -$2K – 4416
2022
Q4 		$2K Sell
180
-6,382
-97% -$59.3K ﹤0.01% 4235
2022
Q3 		$77K Hold
6,562
– – ﹤0.01% 2046
2022
Q2 		$77K Hold
6,562
– – ﹤0.01% 1873
2022
Q1 		$77K Buy
+6,562
New +$79.8K ﹤0.01% 1873
2019
Q1 		– Sell
-492
Closed -$5K – 3432
2018
Q4 		$5K Buy
+492
New +$5.47K ﹤0.01% 2878
2018
Q3 		– Sell
-10,362
Closed -$122K – 4033
2018
Q2 		$122K Sell
10,362
-254
-2% -$2.97K 0.01% 1373
2018
Q1 		$132K Hold
10,616
– – 0.01% 1217
2017
Q4 		$132K Sell
10,616
-8,392
-44% -$105K 0.01% 1227
2017
Q3 		$247K Sell
19,008
-2,548
-12% -$33.6K 0.01% 1021
2017
Q2 		$282K Sell
21,556
-485
-2% -$6.36K 0.01% 937
2017
Q1 		$286K Buy
22,041
+209
+1% +$2.71K 0.01% 926
2016
Q4 		$278K Buy
21,832
+2,974
+16% +$38.7K 0.01% 893
2016
Q3 		$269K Sell
18,858
-94
-0.5% -$1.37K 0.01% 863
2016
Q2 		$282K Buy
+18,952
New +$271K 0.02% 816
2016
Q1 		– Sell
-11,551
Closed -$152K – 3436
2015
Q4 		$152K Buy
+11,551
New +$148K 0.01% 963

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFP Advisors's VMO Position: Q1 2023 in Review

IFP Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2023, closing a stake of 180 shares — an estimated $2K sold.

IFP Advisors first reported a position in VMO in Q4 2015 and held it in 15 quarters. The position peaked at $286K in Q1 2017. 104 funds tracked by Wall St. Rank hold VMO as of Q1 2023.

  • IFP Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 180 Invesco Municipal Opportunity Trust shares in Q1 2023, an estimated $2K.
  • IFP Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2015 and held it in 15 quarters.
  • IFP Advisors's Invesco Municipal Opportunity Trust position peaked at $286K in Q1 2017.
  • 104 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.