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ORG Partners’s Invesco Municipal Opportunity Trust VMO Stock Holding History

ORG Partners’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
2024
Q3 		– Sell
-1,151
Closed -$11.6K – 1379
2024
Q2 		$11.6K Hold
1,151
– – ﹤0.01% 1215
2024
Q1 		$11K Buy
+1,151
New +$11.1K 0.02% 274

Other funds holding VMO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ORG Partners's VMO Position: Q3 2024 in Review

ORG Partners sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2024, closing a stake of 1,151 shares — an estimated $11.6K sold.

ORG Partners first reported a position in VMO in Q1 2024 and held it in 2 quarters. The position peaked at $11.6K in Q2 2024. 118 funds tracked by Wall St. Rank hold VMO as of Q3 2024.

  • ORG Partners reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 1,151 Invesco Municipal Opportunity Trust shares in Q3 2024, an estimated $11.6K.
  • ORG Partners first reported a position in Invesco Municipal Opportunity Trust in Q1 2024 and held it in 2 quarters.
  • ORG Partners's Invesco Municipal Opportunity Trust position peaked at $11.6K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.