PCM
VMO icon

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 $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return