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

&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
Q1 		$96.3K Sell
10,128
-2,346
-19% -$22.9K ﹤0.01% 2341
2025
Q4 		$119K Buy
+12,474
New +$120K ﹤0.01% 2199

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

&Partners's VMO Position: Q1 2026 in Review

&Partners reduced its Invesco Municipal Opportunity Trust (VMO) stake by 19% in Q1 2026, selling an estimated $22.9K and leaving 10,128 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

&Partners first reported a position in VMO in Q4 2025 and has held it in 2 quarters since. The position peaked at $119K in Q4 2025. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • &Partners held 10,128 shares of Invesco Municipal Opportunity Trust worth $96.3K as of Q1 2026.
  • &Partners sold 2,346 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $22.9K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2341 holding.
  • &Partners first reported a position in Invesco Municipal Opportunity Trust in Q4 2025 and has held it in 2 quarters since.
  • &Partners's Invesco Municipal Opportunity Trust position peaked at $119K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.