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Lindbrook Capital’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Lindbrook Capital’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
Q1 		– Sell
-35,000
Closed -$483K – 2625
2021
Q4 		$483K Buy
+35,000
New +$475K 0.07% 171

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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Lindbrook Capital's VMO Position: Q1 2022 in Review

Lindbrook Capital sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2022, closing a stake of 35,000 shares — an estimated $483K sold.

Lindbrook Capital first reported a position in VMO in Q4 2021 and held it in 1 quarter. The position peaked at $483K in Q4 2021. 108 funds tracked by Wall St. Rank hold VMO as of Q1 2022.

  • Lindbrook Capital reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2022 after selling out during the quarter.
  • Lindbrook Capital sold 35,000 Invesco Municipal Opportunity Trust shares in Q1 2022, an estimated $483K.
  • Lindbrook Capital first reported a position in Invesco Municipal Opportunity Trust in Q4 2021 and held it in 1 quarter.
  • Lindbrook Capital's Invesco Municipal Opportunity Trust position peaked at $483K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2022.

Based on Lindbrook Capital's 13F filing for Q1 2022, filed 21 Apr 2022.