Ranch Capital Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Ranch Capital Advisors’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
2021 Q4	–	Sell	-2,685	Closed	-$37K	–	577
2021 Q3	$37K	Buy	+2,685	New	+$37K	0.02%	299
2021 Q2	–	Sell	-2,685	Closed	-$36.3K	–	367
2021 Q1	$35K	Buy	2,685 +385	+17%	+$5.03K	0.02%	355
2020 Q4	$29K	Hold	2,300	–	–	0.02%	381
2020 Q3	$28K	Hold	2,300	–	–	0.02%	380
2020 Q2	$29K	Hold	2,300	–	–	0.02%	400
2020 Q1	$26K	Hold	2,300	–	–	0.03%	396
2019 Q4	$28K	Buy	+2,300	New	+$28.5K	0.02%	445

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

SIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAM

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

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

Ranch Capital Advisors's VMO Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2021, closing a stake of 2,685 shares — an estimated $37K sold.

Ranch Capital Advisors first reported a position in VMO in Q4 2019 and held it in 7 quarters. The position peaked at $37K in Q3 2021. 88 funds tracked by Wall St. Rank hold VMO as of Q4 2021.

Ranch Capital Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 2,685 Invesco Municipal Opportunity Trust shares in Q4 2021, an estimated $37K.
Ranch Capital Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's Invesco Municipal Opportunity Trust position peaked at $37K in Q3 2021.
88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.