Kestra Advisory Services
VMO icon

Kestra Advisory Services’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Kestra Advisory Services’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
Q3 		$4.6M Sell
550,357
-1,841
-0.3% -$17.6K 0.01% 954
2026
Q2 		$5.45M Buy
552,198
+28,385
+5% +$275K 0.02% 800
2026
Q1 		$4.98M Buy
523,813
+85,183
+19% +$832K 0.02% 787
2025
Q4 		$4.2M Buy
438,630
+41,659
+10% +$402K 0.02% 842
2025
Q3 		$3.84M Buy
396,971
+70,968
+22% +$657K 0.02% 814
2025
Q2 		$2.99M Buy
326,003
+17,396
+6% +$160K 0.01% 872
2025
Q1 		$2.93M Buy
308,607
+63,028
+26% +$612K 0.01% 807
2024
Q4 		$2.39M Buy
245,579
+46,893
+24% +$467K 0.01% 913
2024
Q3 		$2.04M Buy
198,686
+187,444
+1,667% +$1.9M 0.01% 943
2024
Q2 		$113K Buy
11,242
+127
+1% +$1.22K ﹤0.01% 2505
2024
Q1 		$108K Buy
+11,115
New +$107K ﹤0.01% 2366
2023
Q2 		– Sell
-12,581
Closed -$123K – 2198
2023
Q1 		$123K Buy
12,581
+148
+1% +$1.44K ﹤0.01% 1929
2022
Q4 		$123K Sell
12,433
-11,139
-47% -$103K ﹤0.01% 2115
2022
Q3 		$215K Buy
23,572
+2,282
+11% +$23.4K ﹤0.01% 1832
2022
Q2 		$220K Buy
21,290
+1,025
+5% +$10.7K ﹤0.01% 1847
2022
Q1 		$232K Buy
20,265
+1,934
+11% +$23.5K ﹤0.01% 1752
2021
Q4 		$253K Sell
18,331
-275
-1% -$3.73K ﹤0.01% 1714
2021
Q3 		$255K Buy
+18,606
New +$256K ﹤0.01% 1805
2021
Q1 		– Sell
-62,906
Closed -$802K – 2073
2020
Q4 		$802K Buy
+62,906
New +$787K 0.01% 969

Other funds holding VMO

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wakefield Asset Management
Wakefield Asset Management Englewood, Colorado $437M AUM 35.92% 1-Year Est. Return
JFS Wealth Advisors
JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services's VMO Position: Q3 2026 in Review

Kestra Advisory Services reduced its Invesco Municipal Opportunity Trust (VMO) stake by 0.33% in Q3 2026, selling an estimated $17.6K and leaving 550,357 shares worth $4.6M. The position accounts for 0.01% of the portfolio, ranked #954.

Kestra Advisory Services first reported a position in VMO in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.45M in Q2 2026. 58 funds tracked by Wall St. Rank hold VMO as of Q3 2026.

  • Kestra Advisory Services held 550,357 shares of Invesco Municipal Opportunity Trust worth $4.6M as of Q3 2026.
  • Kestra Advisory Services sold 1,841 Invesco Municipal Opportunity Trust shares in Q3 2026, an estimated $17.6K.
  • Invesco Municipal Opportunity Trust made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #954 holding.
  • Kestra Advisory Services first reported a position in Invesco Municipal Opportunity Trust in Q4 2020 and has held it in 19 quarters since.
  • Kestra Advisory Services's Invesco Municipal Opportunity Trust position peaked at $5.45M in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.