Insight Wealth Strategies’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Insight Wealth Strategies’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 Q2	$283K	Buy	28,558 +542	+2%	+$5.26K	0.03%	161
2026 Q1	$266K	Buy	28,016 +537	+2%	+$5.24K	0.03%	159
2025 Q4	$263K	Buy	27,479 +530	+2%	+$5.11K	0.03%	154
2025 Q3	$261K	Buy	26,949 +539	+2%	+$4.99K	0.03%	155
2025 Q2	$244K	Buy	26,410 +532	+2%	+$4.9K	0.03%	152
2025 Q1	$246K	Buy	25,878 +495	+2%	+$4.81K	0.03%	142
2024 Q4	$247K	Buy	+25,383	New	+$253K	0.03%	142

Other funds holding VMO

HWAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Insight Wealth Strategies's VMO Position: Q2 2026 in Review

Insight Wealth Strategies increased its Invesco Municipal Opportunity Trust (VMO) stake by 1.9% in Q2 2026, buying an estimated $5.26K and bringing the position to 28,558 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #161.

Insight Wealth Strategies first reported a position in VMO in Q4 2024 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Insight Wealth Strategies held 28,558 shares of Invesco Municipal Opportunity Trust worth $283K as of Q2 2026.
Insight Wealth Strategies bought 542 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $5.26K.
Invesco Municipal Opportunity Trust made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #161 holding.
Insight Wealth Strategies first reported a position in Invesco Municipal Opportunity Trust in Q4 2024 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.