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Running Point Capital Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Running Point Capital Advisors’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
Q1 		– Sell
-15,000
Closed -$149K – 206
2022
Q4 		$149K Hold
15,000
– – 0.09% 117
2022
Q3 		$137K Hold
15,000
– – 0.09% 110
2022
Q2 		$155K Hold
15,000
– – 0.1% 101
2022
Q1 		$172K Buy
+15,000
New +$182K 0.1% 102

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Running Point Capital Advisors's VMO Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2023, closing a stake of 15,000 shares — an estimated $149K sold.

Running Point Capital Advisors first reported a position in VMO in Q1 2022 and held it in 4 quarters. The position peaked at $172K in Q1 2022. 104 funds tracked by Wall St. Rank hold VMO as of Q1 2023.

  • Running Point Capital Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2023 after selling out during the quarter.
  • Running Point Capital Advisors sold 15,000 Invesco Municipal Opportunity Trust shares in Q1 2023, an estimated $149K.
  • Running Point Capital Advisors first reported a position in Invesco Municipal Opportunity Trust in Q1 2022 and held it in 4 quarters.
  • Running Point Capital Advisors's Invesco Municipal Opportunity Trust position peaked at $172K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.