PCS
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Personal CFO Solutions’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Personal CFO Solutions’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
2022
Q3 		– Sell
-23,108
Closed -$239K – 471
2022
Q2 		$239K Buy
23,108
+13,108
+131% +$137K 0.06% 332
2022
Q1 		$115K Buy
+10,000
New +$122K 0.02% 448

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal CFO Solutions's VMO Position: Q3 2022 in Review

Personal CFO Solutions sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2022, closing a stake of 23,108 shares — an estimated $239K sold.

Personal CFO Solutions first reported a position in VMO in Q1 2022 and held it in 2 quarters. The position peaked at $239K in Q2 2022. 106 funds tracked by Wall St. Rank hold VMO as of Q3 2022.

  • Personal CFO Solutions reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 23,108 Invesco Municipal Opportunity Trust shares in Q3 2022, an estimated $239K.
  • Personal CFO Solutions first reported a position in Invesco Municipal Opportunity Trust in Q1 2022 and held it in 2 quarters.
  • Personal CFO Solutions's Invesco Municipal Opportunity Trust position peaked at $239K in Q2 2022.
  • 106 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.