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Merit Financial Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Merit Financial Group’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 		– Sell
-10,025
Closed -$95.9K – 2202
2025
Q4 		$95.9K Buy
+10,025
New +$96.6K ﹤0.01% 1897
2023
Q4 		– Sell
-28,971
Closed -$238K – 836
2023
Q3 		$238K Sell
28,971
-52
-0.2% -$475 0.01% 651
2023
Q2 		$275K Buy
+29,023
New +$275K 0.01% 610

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

Merit Financial Group's VMO Position: Q1 2026 in Review

Merit Financial Group sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2026, closing a stake of 10,025 shares — an estimated $95.9K sold.

Merit Financial Group first reported a position in VMO in Q2 2023 and held it in 3 quarters. The position peaked at $275K in Q2 2023. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Merit Financial Group reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 10,025 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $95.9K.
  • Merit Financial Group first reported a position in Invesco Municipal Opportunity Trust in Q2 2023 and held it in 3 quarters.
  • Merit Financial Group's Invesco Municipal Opportunity Trust position peaked at $275K in Q2 2023.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.