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

Kestra Private Wealth 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
Q2 		$174K Buy
17,664
+64
+0.4% +$621 ﹤0.01% 1707
2026
Q1 		$167K Buy
17,600
+102
+0.6% +$996 ﹤0.01% 1662
2025
Q4 		$167K Buy
17,498
+101
+0.6% +$974 ﹤0.01% 1615
2025
Q3 		$168K Buy
17,397
+102
+0.6% +$944 ﹤0.01% 1580
2025
Q2 		$159K Buy
17,295
+102
+0.6% +$940 ﹤0.01% 1526
2025
Q1 		$163K Sell
17,193
-2,379
-12% -$23.1K ﹤0.01% 1410
2024
Q4 		$190K Buy
19,572
+2,116
+12% +$21.1K ﹤0.01% 1322
2024
Q3 		$179K Buy
17,456
+58
+0.3% +$587 ﹤0.01% 1282
2024
Q2 		$175K Buy
17,398
+45
+0.3% +$433 ﹤0.01% 1249
2024
Q1 		$169K Buy
17,353
+479
+3% +$4.6K ﹤0.01% 1213
2023
Q4 		$162K Buy
16,874
+9
+0.1% +$79 ﹤0.01% 1119
2023
Q3 		$139K Buy
+16,865
New +$154K ﹤0.01% 1065

Other funds holding VMO

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
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
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kestra Private Wealth Services's VMO Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Invesco Municipal Opportunity Trust (VMO) stake by 0.36% in Q2 2026, buying an estimated $621 and bringing the position to 17,664 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Kestra Private Wealth Services first reported a position in VMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $190K in Q4 2024. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Kestra Private Wealth Services held 17,664 shares of Invesco Municipal Opportunity Trust worth $174K as of Q2 2026.
  • Kestra Private Wealth Services bought 64 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $621.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1707 holding.
  • Kestra Private Wealth Services first reported a position in Invesco Municipal Opportunity Trust in Q3 2023 and has held it in 12 quarters since.
  • Kestra Private Wealth Services's Invesco Municipal Opportunity Trust position peaked at $190K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.