LPL Financial
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LPL Financial’s Invesco Municipal Opportunity Trust VMO Stock Holding History

LPL Financial’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 		$14.6M Buy
1,533,417
+457,764
+43% +$4.47M ﹤0.01% 1705
2025
Q4 		$10.3M Buy
1,075,653
+112,110
+12% +$1.08M ﹤0.01% 1902
2025
Q3 		$9.32M Buy
963,543
+773,697
+408% +$7.16M ﹤0.01% 1932
2025
Q2 		$1.74M Sell
189,846
-343,053
-64% -$3.16M ﹤0.01% 3257
2025
Q1 		$5.06M Buy
532,899
+80,657
+18% +$784K ﹤0.01% 2137
2024
Q4 		$4.4M Buy
452,242
+308,518
+215% +$3.07M ﹤0.01% 2186
2024
Q3 		$1.48M Sell
143,724
-186,092
-56% -$1.88M ﹤0.01% 3017
2024
Q2 		$3.32M Sell
329,816
-12,683
-4% -$122K ﹤0.01% 2175
2024
Q1 		$3.33M Buy
342,499
+24,458
+8% +$235K ﹤0.01% 2098
2023
Q4 		$3.06M Buy
318,041
+132,042
+71% +$1.16M ﹤0.01% 2067
2023
Q3 		$1.53M Buy
185,999
+895
+0.5% +$8.18K ﹤0.01% 2539
2023
Q2 		$1.75M Buy
185,104
+401
+0.2% +$3.79K ﹤0.01% 2357
2023
Q1 		$1.81M Buy
184,703
+87,629
+90% +$851K ﹤0.01% 2220
2022
Q4 		$962K Buy
97,074
+26,626
+38% +$247K ﹤0.01% 2680
2022
Q3 		$642K Sell
70,448
-18,616
-21% -$191K ﹤0.01% 2922
2022
Q2 		$920K Buy
89,064
+13,446
+18% +$140K ﹤0.01% 2634
2022
Q1 		$866K Buy
75,618
+7,307
+11% +$88.9K ﹤0.01% 2726
2021
Q4 		$943K Buy
68,311
+987
+1% +$13.4K ﹤0.01% 2707
2021
Q3 		$922K Buy
67,324
+13,415
+25% +$185K ﹤0.01% 2680
2021
Q2 		$733K Sell
53,909
-3,566
-6% -$48.2K ﹤0.01% 2830
2021
Q1 		$758K Sell
57,475
-5,260
-8% -$68.7K ﹤0.01% 2659
2020
Q4 		$804K Sell
62,735
-907
-1% -$11.3K ﹤0.01% 2363
2020
Q3 		$778K Buy
63,642
+1,781
+3% +$21.9K ﹤0.01% 2125
2020
Q2 		$734K Buy
61,861
+6,049
+11% +$69.8K ﹤0.01% 2081
2020
Q1 		$639K Buy
55,812
+11,322
+25% +$140K ﹤0.01% 1935
2019
Q4 		$550K Buy
44,490
+5,543
+14% +$68.8K ﹤0.01% 2295
2019
Q3 		$487K Sell
38,947
-14,183
-27% -$178K ﹤0.01% 2282
2019
Q2 		$653K Sell
53,130
-3,246
-6% -$39K ﹤0.01% 2050
2019
Q1 		$673K Buy
56,376
+1,444
+3% +$17K ﹤0.01% 1958
2018
Q4 		$614K Buy
54,932
+13,169
+32% +$146K ﹤0.01% 1888
2018
Q3 		$478K Sell
41,763
-7,645
-15% -$90K ﹤0.01% 2268
2018
Q2 		$580K Sell
49,408
-31,423
-39% -$368K ﹤0.01% 2067
2018
Q1 		$947K Buy
80,831
+27,063
+50% +$323K ﹤0.01% 1645
2017
Q4 		$667K Sell
53,768
-26,802
-33% -$336K ﹤0.01% 1810
2017
Q3 		$1.05M Sell
80,570
-80,137
-50% -$1.06M ﹤0.01% 1399
2017
Q2 		$2.1M Sell
160,707
-205,790
-56% -$2.7M 0.01% 904
2017
Q1 		$4.77M Buy
366,497
+23,960
+7% +$311K 0.03% 441
2016
Q4 		$4.38M Sell
342,537
-32,075
-9% -$417K 0.03% 456
2016
Q3 		$5.24M Sell
374,612
-15,304
-4% -$223K 0.05% 363
2016
Q2 		$5.83M Sell
389,916
-264,380
-40% -$3.78M 0.05% 322
2016
Q1 		$9.23M Buy
654,296
+110,196
+20% +$1.49M 0.03% 469
2015
Q4 		$7.23M Buy
544,100
+278,539
+105% +$3.56M 0.02% 554
2015
Q3 		$3.34M Buy
265,561
+12,242
+5% +$152K 0.02% 611
2015
Q2 		$3.1M Buy
253,319
+25,412
+11% +$321K 0.02% 711
2015
Q1 		$2.96M Sell
227,907
-1,662
-0.7% -$21.6K 0.02% 728
2014
Q4 		$2.95M Sell
229,569
-22,908
-9% -$290K 0.02% 707
2014
Q3 		$3.18M Sell
252,477
-4,463
-2% -$55.5K 0.02% 636
2014
Q2 		$3.24M Sell
256,940
-10,316
-4% -$128K 0.02% 646
2014
Q1 		$3.26M Sell
267,256
-33,331
-11% -$404K 0.02% 601
2013
Q4 		$3.52M Sell
300,587
-34,675
-10% -$399K 0.02% 566
2013
Q3 		$3.81M Sell
335,262
-26,627
-7% -$311K 0.03% 508
2013
Q2 		$4.71M Buy
+361,889
New +$5.01M 0.03% 390

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's VMO Position: Q1 2026 in Review

LPL Financial increased its Invesco Municipal Opportunity Trust (VMO) stake by 43% in Q1 2026, buying an estimated $4.47M and bringing the position to 1,533,417 shares worth $14.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

LPL Financial first reported a position in VMO in Q2 2013 and has held it in 52 quarters since. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • LPL Financial held 1,533,417 shares of Invesco Municipal Opportunity Trust worth $14.6M as of Q1 2026.
  • LPL Financial bought 457,764 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $4.47M.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1705 holding.
  • LPL Financial first reported a position in Invesco Municipal Opportunity Trust in Q2 2013 and has held it in 52 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.