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

Newbridge Financial Services 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
2025 Q4	–	Sell	-357	Closed	-$3.45K	–	1441
2025 Q3	$3.45K	Hold	357	–	–	﹤0.01%	1078
2025 Q2	$3.28K	Buy	+357	New	+$3.29K	﹤0.01%	1082
2021 Q3	–	Sell	-357	Closed	-$5K	–	1619
2021 Q2	$5K	Hold	357	–	–	﹤0.01%	1137
2021 Q1	$5K	Hold	357	–	–	﹤0.01%	1044
2020 Q4	$5K	Hold	357	–	–	﹤0.01%	862
2020 Q3	$4K	Buy	+357	New	+$4.4K	﹤0.01%	855

Other funds holding VMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Newbridge Financial Services Group's VMO Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2025, closing a stake of 357 shares — an estimated $3.45K sold.

Newbridge Financial Services Group first reported a position in VMO in Q3 2020 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 111 funds tracked by Wall St. Rank hold VMO as of Q4 2025.

Newbridge Financial Services Group reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 357 Invesco Municipal Opportunity Trust shares in Q4 2025, an estimated $3.45K.
Newbridge Financial Services Group first reported a position in Invesco Municipal Opportunity Trust in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's Invesco Municipal Opportunity Trust position peaked at $5K in Q2 2021.
111 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.