Mercer Global Advisors
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Mercer Global Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Mercer Global Advisors’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
2025
Q3 		– Sell
-16,013
Closed -$147K – 2749
2025
Q2 		$147K Buy
+16,013
New +$148K ﹤0.01% 2119

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HWAM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Mercer Global Advisors's VMO Position: Q3 2025 in Review

Mercer Global Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2025, closing a stake of 16,013 shares — an estimated $147K sold.

Mercer Global Advisors first reported a position in VMO in Q2 2025 and held it in 1 quarter. The position peaked at $147K in Q2 2025. 101 funds tracked by Wall St. Rank hold VMO as of Q3 2025.

  • Mercer Global Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 16,013 Invesco Municipal Opportunity Trust shares in Q3 2025, an estimated $147K.
  • Mercer Global Advisors first reported a position in Invesco Municipal Opportunity Trust in Q2 2025 and held it in 1 quarter.
  • Mercer Global Advisors's Invesco Municipal Opportunity Trust position peaked at $147K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.