Rothschild Investment LLC’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Rothschild Investment LLC’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	$260K	Buy	26,348 +25,000	+1,855%	+$243K	0.01%	797
2026 Q1	$12.8K	Hold	1,348	–	–	﹤0.01%	1592
2025 Q4	$12.9K	Hold	1,348	–	–	﹤0.01%	1488
2025 Q3	$13K	Sell	1,348 -43,859	-97%	-$406K	﹤0.01%	1355
2025 Q2	$415K	Sell	45,207 -4,000	-8%	-$36.9K	0.03%	379
2025 Q1	$467K	Sell	49,207 -19,500	-28%	-$189K	0.03%	353
2024 Q4	$668K	Sell	68,707 -90	-0.1%	-$895	0.04%	293
2024 Q3	$707K	Buy	68,797 +5,500	+9%	+$55.7K	0.05%	291
2024 Q2	$638K	Hold	63,297	–	–	0.04%	295
2024 Q1	$616K	Buy	63,297 +270	+0.4%	+$2.59K	0.04%	292
2023 Q4	$606K	Buy	+63,027	New	+$552K	0.05%	258

Other funds holding VMO

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

Rothschild Investment LLC's VMO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Invesco Municipal Opportunity Trust (VMO) stake by 1,855% in Q2 2026, buying an estimated $243K and bringing the position to 26,348 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #797.

Rothschild Investment LLC first reported a position in VMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $707K in Q3 2024. 57 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Rothschild Investment LLC held 26,348 shares of Invesco Municipal Opportunity Trust worth $260K as of Q2 2026.
Rothschild Investment LLC bought 25,000 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $243K.
Invesco Municipal Opportunity Trust made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #797 holding.
Rothschild Investment LLC first reported a position in Invesco Municipal Opportunity Trust in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Invesco Municipal Opportunity Trust position peaked at $707K in Q3 2024.
57 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.