NewEdge Advisors
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NewEdge Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

NewEdge Advisors’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
Q3 		$877K Sell
105,000
-32,771
-24% -$313K ﹤0.01% 1803
2026
Q2 		$1.36M Buy
137,771
+10,896
+9% +$106K ﹤0.01% 1459
2026
Q1 		$1.21M Buy
126,875
+25,456
+25% +$249K ﹤0.01% 1387
2025
Q4 		$971K Buy
101,419
+13,788
+16% +$133K ﹤0.01% 1508
2025
Q3 		$847K Buy
87,631
+42,328
+93% +$392K ﹤0.01% 1492
2025
Q2 		$416K Sell
45,303
-12,062
-21% -$111K ﹤0.01% 1807
2025
Q1 		$544K Buy
57,365
+3,937
+7% +$38.3K ﹤0.01% 1541
2024
Q4 		$519K Buy
53,428
+4,303
+9% +$42.8K ﹤0.01% 1527
2024
Q3 		$505K Buy
49,125
+35,606
+263% +$360K ﹤0.01% 1478
2024
Q2 		$136K Buy
+13,519
New +$130K ﹤0.01% 2025
2024
Q1 		– Sell
-12,833
Closed -$123K – 3968
2023
Q4 		$123K Sell
12,833
-2,524
-16% -$22.1K ﹤0.01% 1876
2023
Q3 		$126K Sell
15,357
-2,725
-15% -$24.9K ﹤0.01% 1763
2023
Q2 		$171K Buy
18,082
+49
+0.3% +$464 ﹤0.01% 1690
2023
Q1 		$171K Buy
18,033
+98
+0.5% +$952 ﹤0.01% 1591
2022
Q4 		$178K Buy
17,935
+83
+0.5% +$771 ﹤0.01% 1223
2022
Q3 		$163K Buy
17,852
+384
+2% +$3.93K ﹤0.01% 1387
2022
Q2 		$180K Buy
17,468
+2,885
+20% +$30.1K ﹤0.01% 1409
2022
Q1 		$167K Sell
14,583
-1,822
-11% -$22.2K ﹤0.01% 1037
2021
Q4 		$227K Buy
+16,405
New +$222K ﹤0.01% 1469

Other funds holding VMO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NewEdge Advisors's VMO Position: Q3 2026 in Review

NewEdge Advisors reduced its Invesco Municipal Opportunity Trust (VMO) stake by 24% in Q3 2026, selling an estimated $313K and leaving 105,000 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

NewEdge Advisors first reported a position in VMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q2 2026. 81 funds tracked by Wall St. Rank hold VMO as of Q3 2026.

  • NewEdge Advisors held 105,000 shares of Invesco Municipal Opportunity Trust worth $877K as of Q3 2026.
  • NewEdge Advisors sold 32,771 Invesco Municipal Opportunity Trust shares in Q3 2026, an estimated $313K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #1803 holding.
  • NewEdge Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Invesco Municipal Opportunity Trust position peaked at $1.36M in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.