SeaCrest Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-2,423	Closed	-$25K	–	1497
2022 Q2	$25K	Buy	+2,423	New	+$25.3K	﹤0.01%	1412
2019 Q2	–	Sell	-3,929	Closed	-$47K	–	1800
2019 Q1	$47K	Sell	3,929 -847	-18%	-$9.97K	0.01%	962
2018 Q4	$53K	Hold	4,776	–	–	0.01%	876
2018 Q3	$55K	Hold	4,776	–	–	0.01%	964
2018 Q2	$56K	Hold	4,776	–	–	0.01%	942
2018 Q1	$56K	Sell	4,776 -1,937	-29%	-$23.1K	0.01%	910
2017 Q4	$83K	Buy	+6,713	New	+$84.3K	0.02%	790

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

SeaCrest Wealth Management's VMO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2022, closing a stake of 2,423 shares — an estimated $25K sold.

SeaCrest Wealth Management first reported a position in VMO in Q4 2017 and held it in 7 quarters. The position peaked at $83K in Q4 2017. 106 funds tracked by Wall St. Rank hold VMO as of Q3 2022.

SeaCrest Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,423 Invesco Municipal Opportunity Trust shares in Q3 2022, an estimated $25K.
SeaCrest Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Invesco Municipal Opportunity Trust position peaked at $83K in Q4 2017.
106 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.