Melfa Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Melfa Wealth 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	$423K	Buy	42,828 +24	+0.1%	+$233	0.23%	87
2026 Q1	$407K	Buy	42,804 +24	+0.1%	+$234	0.23%	94
2025 Q4	$409K	Sell	42,780 -696	-2%	-$6.71K	0.24%	99
2025 Q3	$420K	Buy	43,476 +24	+0.1%	+$222	0.25%	101
2025 Q2	$399K	Buy	43,452 +24	+0.1%	+$221	0.25%	98
2025 Q1	$412K	Buy	43,428 +22	+0.1%	+$214	0.28%	94
2024 Q4	$422K	Buy	43,406 +22	+0.1%	+$219	0.28%	93
2024 Q3	$446K	Buy	43,384 +20	+0%	+$202	0.29%	93
2024 Q2	$437K	Buy	43,364 +16	+0%	+$154	0.31%	87
2024 Q1	$422K	Sell	43,348 -8,738	-17%	-$83.9K	0.3%	86
2023 Q4	$416K	Buy	52,086 +12	+0%	+$105	0.39%	65
2023 Q3	$429K	Buy	52,074 +13	+0%	+$119	0.47%	57
2023 Q2	$493K	Buy	52,061 +11	+0%	+$104	0.5%	53
2023 Q1	$511K	Buy	52,050 +13	+0%	+$126	0.51%	49
2022 Q4	$516K	Buy	+52,037	New	+$483K	0.54%	50

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

Melfa Wealth Management's VMO Position: Q2 2026 in Review

Melfa Wealth Management increased its Invesco Municipal Opportunity Trust (VMO) stake by 0.06% in Q2 2026, buying an estimated $233 and bringing the position to 42,828 shares worth $423K. The position accounts for 0.23% of the portfolio, ranked #87.

Melfa Wealth Management first reported a position in VMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $516K in Q4 2022. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Melfa Wealth Management held 42,828 shares of Invesco Municipal Opportunity Trust worth $423K as of Q2 2026.
Melfa Wealth Management bought 24 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $233.
Invesco Municipal Opportunity Trust made up 0.23% of Melfa Wealth Management's portfolio in Q2 2026, its #87 holding.
Melfa Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Invesco Municipal Opportunity Trust position peaked at $516K in Q4 2022.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.