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 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

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

Pinnacle Bancorp's VMO Position: Q2 2026 in Review

Pinnacle Bancorp held its Invesco Municipal Opportunity Trust (VMO) position steady in Q2 2026 at 15,000 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #290.

Pinnacle Bancorp first reported a position in VMO in Q2 2023 and has held it in 13 quarters since. The position peaked at $154K in Q3 2024. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Pinnacle Bancorp held 15,000 shares of Invesco Municipal Opportunity Trust worth $148K as of Q2 2026.
Pinnacle Bancorp left its Invesco Municipal Opportunity Trust share count unchanged in Q2 2026.
Invesco Municipal Opportunity Trust made up 0.04% of Pinnacle Bancorp's portfolio in Q2 2026, its #290 holding.
Pinnacle Bancorp first reported a position in Invesco Municipal Opportunity Trust in Q2 2023 and has held it in 13 quarters since.
Pinnacle Bancorp's Invesco Municipal Opportunity Trust position peaked at $154K in Q3 2024.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.