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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
Q2 		$145K Buy
14,661
+4,533
+45% +$44K ﹤0.01% 2431
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

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

&Partners's VMO Position: Q2 2026 in Review

&Partners increased its Invesco Municipal Opportunity Trust (VMO) stake by 45% in Q2 2026, buying an estimated $44K and bringing the position to 14,661 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

&Partners first reported a position in VMO in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • &Partners held 14,661 shares of Invesco Municipal Opportunity Trust worth $145K as of Q2 2026.
  • &Partners bought 4,533 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $44K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2431 holding.
  • &Partners first reported a position in Invesco Municipal Opportunity Trust in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.