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LexAurum Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

LexAurum 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
-15,000
Closed -$154K – 351
2024
Q3 		$154K Hold
15,000
– – 0.03% 303
2024
Q2 		$151K Hold
15,000
– – 0.04% 288
2024
Q1 		$146K Hold
15,000
– – 0.04% 290
2023
Q4 		$144K Sell
15,000
-5,170
-26% -$45.3K 0.04% 289
2023
Q3 		$166K Hold
20,170
– – 0.05% 271
2023
Q2 		$191K Hold
20,170
– – 0.06% 255
2023
Q1 		$198K Hold
20,170
– – 0.07% 241
2022
Q4 		$200K Hold
20,170
– – 0.07% 234
2022
Q3 		$184K Hold
20,170
– – 0.07% 229
2022
Q2 		$208K Hold
20,170
– – 0.08% 228
2022
Q1 		$231K Hold
20,170
– – 0.08% 228
2021
Q4 		$279K Hold
20,170
– – 0.09% 205
2021
Q3 		$276K Hold
20,170
– – 0.08% 234
2021
Q2 		$274K Buy
+20,170
New +$273K 0.08% 239

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

LexAurum Advisors's VMO Position: Q4 2024 in Review

LexAurum Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2024, closing a stake of 15,000 shares — an estimated $154K sold.

LexAurum Advisors first reported a position in VMO in Q2 2021 and held it in 14 quarters. The position peaked at $279K in Q4 2021. 116 funds tracked by Wall St. Rank hold VMO as of Q4 2024.

  • LexAurum Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2024 after selling out during the quarter.
  • LexAurum Advisors sold 15,000 Invesco Municipal Opportunity Trust shares in Q4 2024, an estimated $154K.
  • LexAurum Advisors first reported a position in Invesco Municipal Opportunity Trust in Q2 2021 and held it in 14 quarters.
  • LexAurum Advisors's Invesco Municipal Opportunity Trust position peaked at $279K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2024.

Based on LexAurum Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.