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SageView Advisory Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

SageView Advisory Group’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 		– Sell
-1,210
Closed -$11.6K – 2372
2025
Q4 		$11.6K Buy
+1,210
New +$11.7K ﹤0.01% 1660

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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 $5.28B AUM 14.42% 1-Year Est. Return

SageView Advisory Group's VMO Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2026, closing a stake of 1,210 shares — an estimated $11.6K sold.

SageView Advisory Group first reported a position in VMO in Q4 2025 and held it in 1 quarter. The position peaked at $11.6K in Q4 2025. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,210 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $11.6K.
  • SageView Advisory Group first reported a position in Invesco Municipal Opportunity Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco Municipal Opportunity Trust position peaked at $11.6K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.