SQA
VMO icon

Simon Quick Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-20,330
Closed -$193K – 642
2025
Q1 		$193K Buy
20,330
+792
+4% +$7.7K 0.01% 574
2024
Q4 		$190K Buy
19,538
+989
+5% +$9.84K 0.01% 455
2024
Q3 		$191K Buy
18,549
+1,076
+6% +$10.9K 0.01% 409
2024
Q2 		$176K Sell
17,473
-8,290
-32% -$79.8K 0.01% 365
2024
Q1 		$251K Buy
25,763
+2,607
+11% +$25K 0.02% 341
2023
Q4 		$223K Buy
23,156
+1,847
+9% +$16.2K 0.02% 292
2023
Q3 		$175K Buy
+21,309
New +$195K 0.02% 316

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Simon Quick Advisors's VMO Position: Q2 2025 in Review

Simon Quick Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2025, closing a stake of 20,330 shares — an estimated $193K sold.

Simon Quick Advisors first reported a position in VMO in Q3 2023 and held it in 7 quarters. The position peaked at $251K in Q1 2024. 105 funds tracked by Wall St. Rank hold VMO as of Q2 2025.

  • Simon Quick Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 20,330 Invesco Municipal Opportunity Trust shares in Q2 2025, an estimated $193K.
  • Simon Quick Advisors first reported a position in Invesco Municipal Opportunity Trust in Q3 2023 and held it in 7 quarters.
  • Simon Quick Advisors's Invesco Municipal Opportunity Trust position peaked at $251K in Q1 2024.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.