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

Modera 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
2024
Q2 		– Sell
-10,633
Closed -$103K – 593
2024
Q1 		$103K Hold
10,633
– – ﹤0.01% 558
2023
Q4 		$102K Hold
10,633
– – ﹤0.01% 512
2023
Q3 		$87.5K Hold
10,633
– – ﹤0.01% 536
2023
Q2 		$101K Buy
10,633
+121
+1% +$1.15K ﹤0.01% 547
2023
Q1 		$103K Hold
10,512
– – ﹤0.01% 348
2022
Q4 		$104K Hold
10,512
– – ﹤0.01% 337
2022
Q3 		$96K Hold
10,512
– – ﹤0.01% 305
2022
Q2 		$109K Hold
10,512
– – 0.01% 326
2022
Q1 		$120K Buy
+10,512
New +$128K 0.01% 345

Other funds holding VMO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Modera Wealth Management's VMO Position: Q2 2024 in Review

Modera Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2024, closing a stake of 10,633 shares — an estimated $103K sold.

Modera Wealth Management first reported a position in VMO in Q1 2022 and held it in 9 quarters. The position peaked at $120K in Q1 2022. 114 funds tracked by Wall St. Rank hold VMO as of Q2 2024.

  • Modera Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2024 after selling out during the quarter.
  • Modera Wealth Management sold 10,633 Invesco Municipal Opportunity Trust shares in Q2 2024, an estimated $103K.
  • Modera Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q1 2022 and held it in 9 quarters.
  • Modera Wealth Management's Invesco Municipal Opportunity Trust position peaked at $120K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2024.

Based on Modera Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.