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Karpus Investment Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Karpus Investment Management’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
Q4 		– Sell
-61,249
Closed -$592K – 231
2025
Q3 		$592K Sell
61,249
-746,559
-92% -$6.91M 0.02% 188
2025
Q2 		$7.42M Sell
807,808
-380,624
-32% -$3.51M 0.24% 99
2025
Q1 		$11.3M Sell
1,188,432
-11,700
-1% -$114K 0.37% 72
2024
Q4 		$11.7M Buy
1,200,132
+50,506
+4% +$502K 0.35% 76
2024
Q3 		$11.8M Sell
1,149,626
-557,084
-33% -$5.64M 0.33% 72
2024
Q2 		$17.2M Sell
1,706,710
-396,625
-19% -$3.82M 0.48% 43
2024
Q1 		$20.5M Buy
2,103,335
+24,758
+1% +$238K 0.59% 36
2023
Q4 		$20M Buy
2,078,577
+604,881
+41% +$5.3M 0.61% 36
2023
Q3 		$12.1M Buy
1,473,696
+142,880
+11% +$1.31M 0.41% 53
2023
Q2 		$12.6M Sell
1,330,816
-4,850
-0.4% -$45.9K 0.4% 57
2023
Q1 		$13.1M Buy
1,335,666
+64,596
+5% +$627K 0.41% 56
2022
Q4 		$12.6M Buy
+1,271,070
New +$11.8M 0.43% 56
2022
Q3 		– Sell
-114,117
Closed -$1.18M – 526
2022
Q2 		$1.18M Buy
114,117
+97,673
+594% +$1.02M 0.04% 322
2022
Q1 		$188K Buy
+16,444
New +$200K 0.01% 424
2020
Q3 		– Sell
-25,300
Closed -$300K – 226
2020
Q2 		$300K Sell
25,300
-772,106
-97% -$8.9M 0.01% 182
2020
Q1 		$9.13M Buy
+797,406
New +$9.85M 0.35% 64
2019
Q3 		– Sell
-126,604
Closed -$1.56M – 203
2019
Q2 		$1.56M Sell
126,604
-50,753
-29% -$610K 0.06% 135
2019
Q1 		$2.13M Sell
177,357
-196,319
-53% -$2.31M 0.08% 134
2018
Q4 		$4.18M Sell
373,676
-2,290,174
-86% -$25.5M 0.17% 100
2018
Q3 		$30.5M Sell
2,663,850
-66,433
-2% -$782K 1.23% 20
2018
Q2 		$32.1M Buy
2,730,283
+952,548
+54% +$11.2M 1.4% 18
2018
Q1 		$20.8M Buy
1,777,735
+715,899
+67% +$8.55M 0.94% 31
2017
Q4 		$13.2M Buy
+1,061,836
New +$13.3M 0.61% 49
2016
Q1 		– Sell
-860,645
Closed -$11.3M – 216
2015
Q4 		$11.3M Sell
860,645
-1,055,470
-55% -$13.5M 0.51% 59
2015
Q3 		$24.1M Sell
1,916,115
-16,000
-0.8% -$199K 1.12% 24
2015
Q2 		$23.6M Buy
1,932,115
+80,525
+4% +$1.02M 1.11% 23
2015
Q1 		$24M Buy
1,851,590
+176,372
+11% +$2.29M 1.12% 24
2014
Q4 		$21.5M Buy
1,675,218
+90,655
+6% +$1.15M 1.02% 29
2014
Q3 		$19.9M Buy
1,584,563
+77,236
+5% +$961K 0.96% 30
2014
Q2 		$19M Buy
1,507,327
+82,669
+6% +$1.03M 0.91% 30
2014
Q1 		$17.4M Buy
1,424,658
+115,212
+9% +$1.4M 0.9% 33
2013
Q4 		$15.3M Buy
1,309,446
+1,190,233
+998% +$13.7M 0.85% 32
2013
Q3 		$1.4M Buy
+119,213
New +$1.39M 0.09% 121

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Karpus Investment Management's VMO Position: Q4 2025 in Review

Karpus Investment Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2025, closing a stake of 61,249 shares — an estimated $592K sold.

Karpus Investment Management first reported a position in VMO in Q3 2013 and held it in 33 quarters. The position peaked at $32.1M in Q2 2018. 111 funds tracked by Wall St. Rank hold VMO as of Q4 2025.

  • Karpus Investment Management reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2025 after selling out during the quarter.
  • Karpus Investment Management sold 61,249 Invesco Municipal Opportunity Trust shares in Q4 2025, an estimated $592K.
  • Karpus Investment Management first reported a position in Invesco Municipal Opportunity Trust in Q3 2013 and held it in 33 quarters.
  • Karpus Investment Management's Invesco Municipal Opportunity Trust position peaked at $32.1M in Q2 2018.
  • 111 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2025.

Based on Karpus Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.