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 Q2	$424K	Hold	43,000	–	–	0.05%	155
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Live Oak Private Wealth's VMO Position: Q2 2026 in Review

Live Oak Private Wealth held its Invesco Municipal Opportunity Trust (VMO) position steady in Q2 2026 at 43,000 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #155.

Live Oak Private Wealth first reported a position in VMO in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Live Oak Private Wealth held 43,000 shares of Invesco Municipal Opportunity Trust worth $424K as of Q2 2026.
Live Oak Private Wealth left its Invesco Municipal Opportunity Trust share count unchanged in Q2 2026.
Invesco Municipal Opportunity Trust made up 0.05% of Live Oak Private Wealth's portfolio in Q2 2026, its #155 holding.
Live Oak Private Wealth first reported a position in Invesco Municipal Opportunity Trust in Q4 2024 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.