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Pursuit Wealth Strategies’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Pursuit Wealth Strategies’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 		$317K Sell
32,081
-9,410
-23% -$91.3K 0.41% 60
2026
Q1 		$395K Sell
41,491
-1,685
-4% -$16.4K 0.55% 45
2025
Q4 		$413K Buy
+43,176
New +$416K 0.58% 47

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

Pursuit Wealth Strategies's VMO Position: Q2 2026 in Review

Pursuit Wealth Strategies reduced its Invesco Municipal Opportunity Trust (VMO) stake by 23% in Q2 2026, selling an estimated $91.3K and leaving 32,081 shares worth $317K. The position accounts for 0.41% of the portfolio, ranked #60.

Pursuit Wealth Strategies first reported a position in VMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $413K in Q4 2025. 109 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Pursuit Wealth Strategies held 32,081 shares of Invesco Municipal Opportunity Trust worth $317K as of Q2 2026.
  • Pursuit Wealth Strategies sold 9,410 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $91.3K.
  • Invesco Municipal Opportunity Trust made up 0.41% of Pursuit Wealth Strategies's portfolio in Q2 2026, its #60 holding.
  • Pursuit Wealth Strategies first reported a position in Invesco Municipal Opportunity Trust in Q4 2025 and has held it in 3 quarters since.
  • Pursuit Wealth Strategies's Invesco Municipal Opportunity Trust position peaked at $413K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.