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Private Advisor Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Private Advisor Group’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 		$139K Buy
+14,078
New +$137K ﹤0.01% 2411
2020
Q3 		– Sell
-6,970
Closed -$83K – 3369
2020
Q2 		$83K Buy
+6,970
New +$80.4K ﹤0.01% 1827
2017
Q1 		– Sell
-45,323
Closed -$589K – 1460
2016
Q4 		$589K Buy
45,323
+4,666
+11% +$60.7K 0.02% 673
2016
Q3 		$569K Sell
40,657
-9,683
-19% -$141K 0.02% 602
2016
Q2 		$753K Sell
50,340
-4,309
-8% -$61.6K 0.03% 494
2016
Q1 		$763K Buy
54,649
+911
+2% +$12.4K 0.04% 447
2015
Q4 		$708K Buy
53,738
+1,971
+4% +$25.2K 0.03% 484
2015
Q3 		$651K Buy
51,767
+6,984
+16% +$87K 0.04% 480
2015
Q2 		$546K Sell
44,783
-1,185
-3% -$15K 0.03% 560
2015
Q1 		$596K Buy
45,968
+6,903
+18% +$89.6K 0.03% 495
2014
Q4 		$502K Sell
39,065
-259
-0.7% -$3.28K 0.03% 539
2014
Q3 		$493K Buy
39,324
+1,958
+5% +$24.4K 0.03% 529
2014
Q2 		$471K Buy
37,366
+11,528
+45% +$144K 0.04% 509
2014
Q1 		$315K Buy
+25,838
New +$313K 0.03% 552

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

Private Advisor Group's VMO Position: Q2 2026 in Review

Private Advisor Group opened a new position in Invesco Municipal Opportunity Trust (VMO) in Q2 2026: 14,078 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #2411 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in VMO as recently as Q2 2020.

Private Advisor Group first reported a position in VMO in Q1 2014 and has held it in 14 quarters since. The position peaked at $763K in Q1 2016. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Private Advisor Group held 14,078 shares of Invesco Municipal Opportunity Trust worth $139K as of Q2 2026.
  • Invesco Municipal Opportunity Trust was a new Private Advisor Group position in Q2 2026.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2411 holding.
  • Private Advisor Group first reported a position in Invesco Municipal Opportunity Trust in Q1 2014 and has held it in 14 quarters since.
  • Private Advisor Group's Invesco Municipal Opportunity Trust position peaked at $763K in Q1 2016.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.