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Mackay Shields LLC’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Mackay Shields LLC’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 		$1.2M Sell
126,255
-79,083
-39% -$772K 0.04% 103
2025
Q4 		$1.97M Sell
205,338
-102,367
-33% -$987K 0.07% 118
2025
Q3 		$2.98M Hold
307,705
– – 0.1% 119
2025
Q2 		$2.82M Buy
307,705
+100,000
+48% +$922K 0.09% 125
2025
Q1 		$1.97M Buy
207,705
+2,367
+1% +$23K 0.06% 130
2024
Q4 		$2M Hold
205,338
– – 0.06% 129
2024
Q3 		$2.11M Buy
205,338
+30,362
+17% +$307K 0.06% 125
2024
Q2 		$1.76M Buy
+174,976
New +$1.69M 0.05% 120
2020
Q1 		– Sell
-362,330
Closed -$4.48M – 1503
2019
Q4 		$4.48M Hold
362,330
– – 0.03% 504
2019
Q3 		$4.53M Buy
+362,330
New +$4.56M 0.03% 529

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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