Pinnacle Wealth Planning Services
VMO icon

Pinnacle Wealth Planning Services’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Pinnacle Wealth Planning Services’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 		$21.2K Sell
2,537
-1,318
-34% -$12.6K ﹤0.01% 1750
2026
Q2 		$38K Buy
3,855
+372
+11% +$3.61K ﹤0.01% 1461
2026
Q1 		$33.1K Sell
3,483
-1
-0% -$10 ﹤0.01% 1434
2025
Q4 		$33.3K Buy
+3,484
New +$33.6K ﹤0.01% 1452

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UBS Group
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Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wakefield Asset Management
Wakefield Asset Management Englewood, Colorado $437M AUM 35.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JFS Wealth Advisors
JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's VMO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Invesco Municipal Opportunity Trust (VMO) stake by 34% in Q3 2026, selling an estimated $12.6K and leaving 2,537 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Pinnacle Wealth Planning Services first reported a position in VMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $38K in Q2 2026. 62 funds tracked by Wall St. Rank hold VMO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,537 shares of Invesco Municipal Opportunity Trust worth $21.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 1,318 Invesco Municipal Opportunity Trust shares in Q3 2026, an estimated $12.6K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1750 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco Municipal Opportunity Trust in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Invesco Municipal Opportunity Trust position peaked at $38K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.