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Kingswood Wealth Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Kingswood Wealth Advisors’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
2024
Q4 		– Sell
-32,120
Closed -$330K – 898
2024
Q3 		$330K Hold
32,120
– – 0.02% 555
2024
Q2 		$324K Buy
32,120
+2,715
+9% +$26.2K 0.03% 497
2024
Q1 		$286K Buy
29,405
+7,850
+36% +$75.4K 0.03% 494
2023
Q4 		$207K Buy
+21,555
New +$189K 0.02% 571

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kingswood Wealth Advisors's VMO Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2024, closing a stake of 32,120 shares — an estimated $330K sold.

Kingswood Wealth Advisors first reported a position in VMO in Q4 2023 and held it in 4 quarters. The position peaked at $330K in Q3 2024. 116 funds tracked by Wall St. Rank hold VMO as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 32,120 Invesco Municipal Opportunity Trust shares in Q4 2024, an estimated $330K.
  • Kingswood Wealth Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Invesco Municipal Opportunity Trust position peaked at $330K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.