Jeff Yass’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Jeff Yass’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	$135K	Buy	+13,671	New	+$133K	﹤0.01%	12284
2026 Q1	–	Sell	-13,798	Closed	-$132K	–	14185
2025 Q4	$132K	Buy	+13,798	New	+$133K	﹤0.01%	11269
2025 Q1	–	Sell	-11,681	Closed	-$114K	–	13540
2024 Q4	$114K	Buy	+11,681	New	+$116K	﹤0.01%	11232
2020 Q1	–	Sell	-10,368	Closed	-$128K	–	10946
2019 Q4	$128K	Buy	+10,368	New	+$129K	﹤0.01%	9028
2018 Q3	–	Sell	-54,896	Closed	-$644K	–	10312
2018 Q2	$644K	Buy	+54,896	New	+$643K	﹤0.01%	6301
2018 Q1	–	Sell	-28,044	Closed	-$348K	–	10256
2017 Q4	$348K	Buy	+28,044	New	+$352K	﹤0.01%	7340
2014 Q1	–	Sell	-34,704	Closed	-$406K	–	9486
2013 Q4	$406K	Buy	+34,704	New	+$399K	﹤0.01%	7084

Other funds holding VMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's VMO Position: Q2 2026 in Review

Jeff Yass opened a new position in Invesco Municipal Opportunity Trust (VMO) in Q2 2026: 13,671 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #12284 among its holdings. This is a return to the name: Jeff Yass previously reported a position in VMO as recently as Q4 2025.

Jeff Yass first reported a position in VMO in Q4 2013 and has held it in 7 quarters since. The position peaked at $644K in Q2 2018. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Jeff Yass held 13,671 shares of Invesco Municipal Opportunity Trust worth $135K as of Q2 2026.
Invesco Municipal Opportunity Trust was a new Jeff Yass position in Q2 2026.
Invesco Municipal Opportunity Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12284 holding.
Jeff Yass first reported a position in Invesco Municipal Opportunity Trust in Q4 2013 and has held it in 7 quarters since.
Jeff Yass's Invesco Municipal Opportunity Trust position peaked at $644K in Q2 2018.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.