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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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 San Francisco, California $617B AUM 30.33% 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. 109 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.
109 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.