Pinnacle Bancorp’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Pinnacle Bancorp’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 Q3	–	Sell	-15,000	Closed	-$148K	–	949
2026 Q2	$148K	Hold	15,000	–	–	0.04%	290
2026 Q1	$143K	Hold	15,000	–	–	0.04%	279
2025 Q4	$144K	Hold	15,000	–	–	0.04%	277
2025 Q3	$145K	Hold	15,000	–	–	0.04%	274
2025 Q2	$138K	Hold	15,000	–	–	0.04%	277
2025 Q1	$142K	Hold	15,000	–	–	0.05%	260
2024 Q4	$146K	Hold	15,000	–	–	0.05%	259
2024 Q3	$154K	Hold	15,000	–	–	0.04%	245
2024 Q2	$151K	Hold	15,000	–	–	0.04%	232
2024 Q1	$146K	Hold	15,000	–	–	0.04%	239
2023 Q4	$144K	Hold	15,000	–	–	0.05%	227
2023 Q3	$123K	Hold	15,000	–	–	0.04%	231
2023 Q2	$142K	Buy	+15,000	New	+$142K	0.05%	222

Other funds holding VMO

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Pinnacle Bancorp's VMO Position: Q3 2026 in Review

Pinnacle Bancorp sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2026, closing a stake of 15,000 shares — an estimated $148K sold.

Pinnacle Bancorp first reported a position in VMO in Q2 2023 and held it in 13 quarters. The position peaked at $154K in Q3 2024. 18 funds tracked by Wall St. Rank hold VMO as of Q3 2026.

Pinnacle Bancorp reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2026 after selling out during the quarter.
Pinnacle Bancorp sold 15,000 Invesco Municipal Opportunity Trust shares in Q3 2026, an estimated $148K.
Pinnacle Bancorp first reported a position in Invesco Municipal Opportunity Trust in Q2 2023 and held it in 13 quarters.
Pinnacle Bancorp's Invesco Municipal Opportunity Trust position peaked at $154K in Q3 2024.
18 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.