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 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's VMO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Invesco Municipal Opportunity Trust (VMO) stake by 0.03% in Q1 2026, selling an estimated $10 and leaving 3,483 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Pinnacle Wealth Planning Services first reported a position in VMO in Q4 2025 and has held it in 2 quarters since. The position peaked at $33.3K in Q4 2025. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

Pinnacle Wealth Planning Services held 3,483 shares of Invesco Municipal Opportunity Trust worth $33.1K as of Q1 2026.
Pinnacle Wealth Planning Services sold 1 Invesco Municipal Opportunity Trust share in Q1 2026, an estimated $10.
Invesco Municipal Opportunity Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1434 holding.
Pinnacle Wealth Planning Services first reported a position in Invesco Municipal Opportunity Trust in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's Invesco Municipal Opportunity Trust position peaked at $33.3K in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.