RBC
VMO icon

Roble Belko & Company’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Roble Belko & Company’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
2023
Q2 		– Sell
-492
Closed -$5K – 331
2023
Q1 		$5K Hold
492
– – ﹤0.01% 247
2022
Q4 		$5K Hold
492
– – ﹤0.01% 272
2022
Q3 		$4K Hold
492
– – ﹤0.01% 275
2022
Q2 		$5K Buy
+492
New +$5.14K ﹤0.01% 267

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Roble Belko & Company's VMO Position: Q2 2023 in Review

Roble Belko & Company sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2023, closing a stake of 492 shares — an estimated $5K sold.

Roble Belko & Company first reported a position in VMO in Q2 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2023. 108 funds tracked by Wall St. Rank hold VMO as of Q2 2023.

  • Roble Belko & Company reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2023 after selling out during the quarter.
  • Roble Belko & Company sold 492 Invesco Municipal Opportunity Trust shares in Q2 2023, an estimated $5K.
  • Roble Belko & Company first reported a position in Invesco Municipal Opportunity Trust in Q2 2022 and held it in 4 quarters.
  • Roble Belko & Company's Invesco Municipal Opportunity Trust position peaked at $5K in Q1 2023.
  • 108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2023.

Based on Roble Belko & Company's 13F filing for Q2 2023, filed 4 Aug 2023.