IAA
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Independent Advisor Alliance’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-65,841
Closed -$640K – 1351
2024
Q4 		$640K Buy
+65,841
New +$655K 0.01% 868
2020
Q1 		– Sell
-22,166
Closed -$274K – 851
2019
Q4 		$274K Buy
+22,166
New +$275K 0.01% 711

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Independent Advisor Alliance's VMO Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2025, closing a stake of 65,841 shares — an estimated $640K sold.

Independent Advisor Alliance first reported a position in VMO in Q4 2019 and held it in 2 quarters. The position peaked at $640K in Q4 2024. 108 funds tracked by Wall St. Rank hold VMO as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 65,841 Invesco Municipal Opportunity Trust shares in Q1 2025, an estimated $640K.
  • Independent Advisor Alliance first reported a position in Invesco Municipal Opportunity Trust in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco Municipal Opportunity Trust position peaked at $640K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.