Petra Financial Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Petra Financial Advisors’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	$573K	Buy	58,046 +131	+0.2%	+$1.27K	0.27%	90
2026 Q1	$551K	Buy	57,915 +6,630	+13%	+$64.7K	0.34%	74
2025 Q4	$491K	Sell	51,285 -6,372	-11%	-$61.4K	0.29%	89
2025 Q3	$558K	Buy	57,657 +130	+0.2%	+$1.2K	0.32%	84
2025 Q2	$528K	Buy	57,527 +87	+0.2%	+$802	0.34%	81
2025 Q1	$545K	Hold	57,440	–	–	0.45%	51
2024 Q4	$558K	Hold	57,440	–	–	0.38%	73
2024 Q3	$590K	Hold	57,440	–	–	0.39%	71
2024 Q2	$579K	Hold	57,440	–	–	0.42%	70
2024 Q1	$559K	Hold	57,440	–	–	0.41%	69
2023 Q4	$552K	Hold	57,440	–	–	0.46%	65
2023 Q3	$473K	Sell	57,440 -3,000	-5%	-$27.4K	0.39%	72
2023 Q2	$572K	Hold	60,440	–	–	0.51%	59
2023 Q1	$593K	Hold	60,440	–	–	0.59%	34
2022 Q4	$599K	Buy	+60,440	New	+$561K	0.66%	42

Other funds holding VMO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Burford Brothers Dallas, Texas $272M AUM 26.98% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Petra Financial Advisors's VMO Position: Q2 2026 in Review

Petra Financial Advisors increased its Invesco Municipal Opportunity Trust (VMO) stake by 0.23% in Q2 2026, buying an estimated $1.27K and bringing the position to 58,046 shares worth $573K. The position accounts for 0.27% of the portfolio, ranked #90.

Petra Financial Advisors first reported a position in VMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $599K in Q4 2022. 37 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Petra Financial Advisors held 58,046 shares of Invesco Municipal Opportunity Trust worth $573K as of Q2 2026.
Petra Financial Advisors bought 131 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $1.27K.
Invesco Municipal Opportunity Trust made up 0.27% of Petra Financial Advisors's portfolio in Q2 2026, its #90 holding.
Petra Financial Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2022 and has held it in 15 quarters since.
Petra Financial Advisors's Invesco Municipal Opportunity Trust position peaked at $599K in Q4 2022.
37 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.