Sigma Planning Corp
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Sigma Planning Corp’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Sigma Planning Corp’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
2025
Q1 		– Sell
-10,853
Closed -$105K – 1291
2024
Q4 		$105K Buy
10,853
+44
+0.4% +$438 ﹤0.01% 1124
2024
Q3 		$111K Sell
10,809
-809
-7% -$8.19K ﹤0.01% 1164
2024
Q2 		$117K Sell
11,618
-19
-0.2% -$183 ﹤0.01% 1128
2024
Q1 		$113K Buy
+11,637
New +$112K ﹤0.01% 1176
2023
Q4 		– Sell
-11,681
Closed -$96.1K – 1172
2023
Q3 		$96.1K Sell
11,681
-716
-6% -$6.54K ﹤0.01% 1141
2023
Q2 		$117K Sell
12,397
-462
-4% -$4.37K ﹤0.01% 1143
2023
Q1 		$126K Buy
12,859
+638
+5% +$6.2K ﹤0.01% 1225
2022
Q4 		$121K Buy
12,221
+35
+0.3% +$325 ﹤0.01% 1179
2022
Q3 		$111K Sell
12,186
-3,550
-23% -$36.3K ﹤0.01% 1189
2022
Q2 		$163K Buy
15,736
+146
+0.9% +$1.52K 0.01% 1179
2022
Q1 		$179K Buy
15,590
+196
+1% +$2.38K 0.01% 1275
2021
Q4 		$213K Buy
15,394
+449
+3% +$6.09K 0.01% 1254
2021
Q3 		$205K Buy
14,945
+1,048
+8% +$14.4K 0.01% 1261
2021
Q2 		$189K Buy
13,897
+68
+0.5% +$920 0.01% 1310
2021
Q1 		$182K Buy
13,829
+73
+0.5% +$954 0.01% 1234
2020
Q4 		$176K Buy
13,756
+73
+0.5% +$913 0.01% 1128
2020
Q3 		$167K Sell
13,683
-1,757
-11% -$21.7K 0.01% 981
2020
Q2 		$183K Buy
15,440
+69
+0.4% +$796 0.01% 948
2020
Q1 		$176K Buy
15,371
+64
+0.4% +$790 0.01% 802
2019
Q4 		$189K Sell
15,307
-257
-2% -$3.19K 0.01% 976
2019
Q3 		$195K Buy
15,564
+2,067
+15% +$26K 0.01% 918
2019
Q2 		$166K Buy
13,497
+1,567
+13% +$18.8K 0.01% 931
2019
Q1 		$142K Buy
+11,930
New +$140K 0.01% 881
2018
Q4 		– Sell
-19,416
Closed -$222K – 983
2018
Q3 		$222K Sell
19,416
-1,023
-5% -$12K 0.01% 837
2018
Q2 		$240K Buy
20,439
+1,838
+10% +$21.5K 0.02% 748
2018
Q1 		$218K Buy
18,601
+946
+5% +$11.3K 0.02% 741
2017
Q4 		$219K Sell
17,655
-1,006
-5% -$12.6K 0.02% 738
2017
Q3 		$243K Buy
+18,661
New +$246K 0.02% 692

Other funds holding VMO

Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Sigma Planning Corp's VMO Position: Q1 2025 in Review

Sigma Planning Corp sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2025, closing a stake of 10,853 shares — an estimated $105K sold.

Sigma Planning Corp first reported a position in VMO in Q3 2017 and held it in 28 quarters. The position peaked at $243K in Q3 2017. 110 funds tracked by Wall St. Rank hold VMO as of Q1 2025.

  • Sigma Planning Corp reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 10,853 Invesco Municipal Opportunity Trust shares in Q1 2025, an estimated $105K.
  • Sigma Planning Corp first reported a position in Invesco Municipal Opportunity Trust in Q3 2017 and held it in 28 quarters.
  • Sigma Planning Corp's Invesco Municipal Opportunity Trust position peaked at $243K in Q3 2017.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.