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Moody National Bank Trust Division’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Moody National Bank Trust Division’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
Q4 		– Sell
-11,372
Closed -$110K – 537
2025
Q3 		$110K Hold
11,372
– – 0.01% 490
2025
Q2 		$104K Sell
11,372
-3
-0% -$28 0.01% 489
2025
Q1 		$108K Hold
11,375
– – 0.01% 485
2024
Q4 		$111K Buy
11,375
+1,256
+12% +$12.5K 0.01% 473
2024
Q3 		$104K Hold
10,119
– – 0.01% 458
2024
Q2 		$102K Sell
10,119
-5,216
-34% -$50.2K 0.01% 442
2024
Q1 		$149K Sell
15,335
-5,099
-25% -$49K 0.01% 449
2023
Q4 		$196K Buy
20,434
+1,837
+10% +$16.1K 0.02% 456
2023
Q3 		$153K Buy
18,597
+6,037
+48% +$55.1K 0.01% 586
2023
Q2 		$119K Buy
+12,560
New +$119K 0.01% 601

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Moody National Bank Trust Division's VMO Position: Q4 2025 in Review

Moody National Bank Trust Division sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2025, closing a stake of 11,372 shares — an estimated $110K sold.

Moody National Bank Trust Division first reported a position in VMO in Q2 2023 and held it in 10 quarters. The position peaked at $196K in Q4 2023. 111 funds tracked by Wall St. Rank hold VMO as of Q4 2025.

  • Moody National Bank Trust Division reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2025 after selling out during the quarter.
  • Moody National Bank Trust Division sold 11,372 Invesco Municipal Opportunity Trust shares in Q4 2025, an estimated $110K.
  • Moody National Bank Trust Division first reported a position in Invesco Municipal Opportunity Trust in Q2 2023 and held it in 10 quarters.
  • Moody National Bank Trust Division's Invesco Municipal Opportunity Trust position peaked at $196K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2025.

Based on Moody National Bank Trust Division's 13F filing for Q4 2025, filed 12 Jan 2026.