RC
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Rareview Capital’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Rareview Capital’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 		– Sell
-286,911
Closed -$2.63M – 60
2025
Q4 		$2.63M Buy
286,911
+12,566
+5% +$121K 1.71% 19
2025
Q3 		$2.52M Buy
274,345
+13,231
+5% +$122K 1.54% 21
2025
Q2 		$2.4M Sell
261,114
-20,050
-7% -$185K 1.51% 16
2025
Q1 		$2.67M Sell
281,164
-6,968
-2% -$67.7K 1.69% 15
2024
Q4 		$2.96M Buy
288,132
+127,963
+80% +$1.27M 2.14% 16
2024
Q3 		$1.64M Buy
160,169
+20,272
+14% +$205K 1.23% 29
2024
Q2 		$1.41M Sell
139,897
-3,997
-3% -$38.5K 1.35% 22
2024
Q1 		$1.4M Sell
143,894
-6,864
-5% -$65.9K 1.38% 21
2023
Q4 		$1.45M Buy
+150,758
New +$1.32M 1.33% 26

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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