KIG
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Kowal Investment Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-791
Closed -$11K – 910
2021
Q3 		$11K Buy
+791
New +$10.9K ﹤0.01% 503

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kowal Investment Group's VMO Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2021, closing a stake of 791 shares — an estimated $11K sold.

Kowal Investment Group first reported a position in VMO in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 88 funds tracked by Wall St. Rank hold VMO as of Q4 2021.

  • Kowal Investment Group reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 791 Invesco Municipal Opportunity Trust shares in Q4 2021, an estimated $11K.
  • Kowal Investment Group first reported a position in Invesco Municipal Opportunity Trust in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Invesco Municipal Opportunity Trust position peaked at $11K in Q3 2021.
  • 88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.