Live Oak Private Wealth’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Live Oak Private Wealth’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
2026 Q1	$409K	Hold	43,000	–	–	0.06%	149
2025 Q4	$412K	Hold	43,000	–	–	0.06%	140
2025 Q3	$416K	Hold	43,000	–	–	0.06%	137
2025 Q2	$395K	Buy	43,000 +13,000	+43%	+$120K	0.06%	138
2025 Q1	$285K	Buy	30,000 +10,000	+50%	+$97.2K	0.05%	150
2024 Q4	$194K	Buy	+20,000	New	+$199K	0.03%	174

Other funds holding VMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Live Oak Private Wealth's VMO Position: Q1 2026 in Review

Live Oak Private Wealth held its Invesco Municipal Opportunity Trust (VMO) position steady in Q1 2026 at 43,000 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #149.

Live Oak Private Wealth first reported a position in VMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $416K in Q3 2025. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

Live Oak Private Wealth held 43,000 shares of Invesco Municipal Opportunity Trust worth $409K as of Q1 2026.
Live Oak Private Wealth left its Invesco Municipal Opportunity Trust share count unchanged in Q1 2026.
Invesco Municipal Opportunity Trust made up 0.06% of Live Oak Private Wealth's portfolio in Q1 2026, its #149 holding.
Live Oak Private Wealth first reported a position in Invesco Municipal Opportunity Trust in Q4 2024 and has held it in 6 quarters since.
Live Oak Private Wealth's Invesco Municipal Opportunity Trust position peaked at $416K in Q3 2025.
105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.