MAI Capital Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

MAI Capital Management’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	–	Sell	-1,334	Closed	-$12.7K	–	4638
2026 Q1	$12.7K	Hold	1,334	–	–	﹤0.01%	3036
2025 Q4	$12.8K	Hold	1,334	–	–	﹤0.01%	2741
2025 Q3	$12.9K	Hold	1,334	–	–	﹤0.01%	2626
2025 Q2	$12.2K	Hold	1,334	–	–	﹤0.01%	2621
2025 Q1	$12.7K	Hold	1,334	–	–	﹤0.01%	2390
2024 Q4	$13K	Buy	+1,334	New	+$13.3K	﹤0.01%	2399

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

MAI Capital Management's VMO Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2026, closing a stake of 1,334 shares — an estimated $12.7K sold.

MAI Capital Management first reported a position in VMO in Q4 2024 and held it in 6 quarters. The position peaked at $13K in Q4 2024. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

MAI Capital Management reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,334 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $12.7K.
MAI Capital Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Invesco Municipal Opportunity Trust position peaked at $13K in Q4 2024.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.