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 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial's VMO Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Municipal Opportunity Trust (VMO) stake by 3% in Q1 2026, buying an estimated $223K and bringing the position to 788,894 shares worth $7.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Raymond James Financial first reported a position in VMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.12M in Q1 2025. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

Raymond James Financial held 788,894 shares of Invesco Municipal Opportunity Trust worth $7.5M as of Q1 2026.
Raymond James Financial bought 22,874 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $223K.
Invesco Municipal Opportunity Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2253 holding.
Raymond James Financial first reported a position in Invesco Municipal Opportunity Trust in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Invesco Municipal Opportunity Trust position peaked at $9.12M in Q1 2025.
105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.