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Laurel Wealth Planning’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Laurel Wealth Planning’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
2022
Q2 		– Sell
-9,567
Closed -$110K – 285
2022
Q1 		$110K Buy
+9,567
New +$116K 0.07% 91

Other funds holding VMO

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GC
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laurel Wealth Planning's VMO Position: Q2 2022 in Review

Laurel Wealth Planning sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2022, closing a stake of 9,567 shares — an estimated $110K sold.

Laurel Wealth Planning first reported a position in VMO in Q1 2022 and held it in 1 quarter. The position peaked at $110K in Q1 2022. 108 funds tracked by Wall St. Rank hold VMO as of Q2 2022.

  • Laurel Wealth Planning reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 9,567 Invesco Municipal Opportunity Trust shares in Q2 2022, an estimated $110K.
  • Laurel Wealth Planning first reported a position in Invesco Municipal Opportunity Trust in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's Invesco Municipal Opportunity Trust position peaked at $110K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.