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

ORG Wealth 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
2026
Q2 		$11.4K Hold
1,151
– – ﹤0.01% 515
2026
Q1 		$10.9K Hold
1,151
– – ﹤0.01% 494
2025
Q4 		$11K Hold
1,151
– – ﹤0.01% 459
2025
Q3 		$11.1K Hold
1,151
– – ﹤0.01% 456
2025
Q2 		$10.6K Hold
1,151
– – ﹤0.01% 487
2025
Q1 		$11K Hold
1,151
– – ﹤0.01% 524
2024
Q4 		$11.2K Hold
1,151
– – ﹤0.01% 372
2024
Q3 		$11.8K Buy
+1,151
New +$11.7K ﹤0.01% 364

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

ORG Wealth Partners's VMO Position: Q2 2026 in Review

ORG Wealth Partners held its Invesco Municipal Opportunity Trust (VMO) position steady in Q2 2026 at 1,151 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

ORG Wealth Partners first reported a position in VMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.8K in Q3 2024. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • ORG Wealth Partners held 1,151 shares of Invesco Municipal Opportunity Trust worth $11.4K as of Q2 2026.
  • ORG Wealth Partners left its Invesco Municipal Opportunity Trust share count unchanged in Q2 2026.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #515 holding.
  • ORG Wealth Partners first reported a position in Invesco Municipal Opportunity Trust in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Invesco Municipal Opportunity Trust position peaked at $11.8K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.