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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
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% 1877
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 $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors's VMO Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco Municipal Opportunity Trust (VMO) stake by 8.6% in Q2 2026, buying an estimated $106K and bringing the position to 137,771 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

NewEdge Advisors first reported a position in VMO in Q4 2021 and has held it in 18 quarters since. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • NewEdge Advisors held 137,771 shares of Invesco Municipal Opportunity Trust worth $1.36M as of Q2 2026.
  • NewEdge Advisors bought 10,896 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $106K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1459 holding.
  • NewEdge Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2021 and has held it in 18 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.