Raymond James Financial’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Raymond James Financial’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	$7.89M	Buy	799,317 +10,423	+1%	+$101K	﹤0.01%	2362
2026 Q1	$7.5M	Buy	788,894 +22,874	+3%	+$223K	﹤0.01%	2253
2025 Q4	$7.33M	Buy	766,020 +2,310	+0.3%	+$22.3K	﹤0.01%	2220
2025 Q3	$7.39M	Sell	763,710 -70,673	-8%	-$654K	﹤0.01%	2165
2025 Q2	$7.66M	Sell	834,383 -126,767	-13%	-$1.17M	﹤0.01%	2077
2025 Q1	$9.12M	Buy	961,150 +179,489	+23%	+$1.74M	﹤0.01%	1876
2024 Q4	$7.6M	Buy	+781,661	New	+$7.78M	﹤0.01%	2048

Other funds holding VMO

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial's VMO Position: Q2 2026 in Review

Raymond James Financial increased its Invesco Municipal Opportunity Trust (VMO) stake by 1.3% in Q2 2026, buying an estimated $101K and bringing the position to 799,317 shares worth $7.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Raymond James Financial first reported a position in VMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.12M in Q1 2025. 109 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Raymond James Financial held 799,317 shares of Invesco Municipal Opportunity Trust worth $7.89M as of Q2 2026.
Raymond James Financial bought 10,423 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $101K.
Invesco Municipal Opportunity Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2362 holding.
Raymond James Financial first reported a position in Invesco Municipal Opportunity Trust in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Invesco Municipal Opportunity Trust position peaked at $9.12M in Q1 2025.
109 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.