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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
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

Other funds holding VMO

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
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
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's VMO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Invesco Municipal Opportunity Trust (VMO) stake by 11% in Q2 2026, buying an estimated $3.61K and bringing the position to 3,855 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Pinnacle Wealth Planning Services first reported a position in VMO in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,855 shares of Invesco Municipal Opportunity Trust worth $38K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 372 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $3.61K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1461 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco Municipal Opportunity Trust in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.