MV Capital Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

MV Capital 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
2022 Q1	–	Sell	-4,520	Closed	-$62K	–	706
2021 Q4	$62K	Hold	4,520	–	–	0.01%	201
2021 Q3	$62K	Hold	4,520	–	–	0.01%	192
2021 Q2	$61K	Hold	4,520	–	–	0.01%	183
2021 Q1	$60K	Buy	+4,520	New	+$59.1K	0.01%	163

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MV Capital Management's VMO Position: Q1 2022 in Review

MV Capital Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2022, closing a stake of 4,520 shares — an estimated $62K sold.

MV Capital Management first reported a position in VMO in Q1 2021 and held it in 4 quarters. The position peaked at $62K in Q4 2021. 108 funds tracked by Wall St. Rank hold VMO as of Q1 2022.

MV Capital Management reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2022 after selling out during the quarter.
MV Capital Management sold 4,520 Invesco Municipal Opportunity Trust shares in Q1 2022, an estimated $62K.
MV Capital Management first reported a position in Invesco Municipal Opportunity Trust in Q1 2021 and held it in 4 quarters.
MV Capital Management's Invesco Municipal Opportunity Trust position peaked at $62K in Q4 2021.
108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2022.

Based on MV Capital Management's 13F filing for Q1 2022, filed 9 May 2022.