PCM
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Permanent Capital Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Permanent Capital Management’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
2025
Q4 		– Sell
-14,549
Closed -$141K – 172
2025
Q3 		$141K Buy
+14,549
New +$135K 0.03% 145
2025
Q1 		$138K Sell
14,517
-1,132
-7% -$11K 0.04% 76
2024
Q4 		$152K Buy
+15,649
New +$156K 0.05% 69
2024
Q2 		$134K Buy
+14,549
New +$140K 0.03% 149

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Permanent Capital Management's VMO Position: Q4 2025 in Review

Permanent Capital Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2025, closing a stake of 14,549 shares — an estimated $141K sold.

Permanent Capital Management first reported a position in VMO in Q2 2024 and held it in 4 quarters. The position peaked at $152K in Q4 2024. 111 funds tracked by Wall St. Rank hold VMO as of Q4 2025.

  • Permanent Capital Management reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2025 after selling out during the quarter.
  • Permanent Capital Management sold 14,549 Invesco Municipal Opportunity Trust shares in Q4 2025, an estimated $141K.
  • Permanent Capital Management first reported a position in Invesco Municipal Opportunity Trust in Q2 2024 and held it in 4 quarters.
  • Permanent Capital Management's Invesco Municipal Opportunity Trust position peaked at $152K in Q4 2024.
  • 111 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2025.

Based on Permanent Capital Management's 13F filing for Q4 2025, filed 7 Jan 2026.