SOA Wealth Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

SOA Wealth 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
2026 Q2	$2.51K	Hold	254	–	–	﹤0.01%	758
2026 Q1	$2.42K	Hold	254	–	–	﹤0.01%	697
2025 Q4	$2.43K	Hold	254	–	–	﹤0.01%	703
2025 Q3	$2.46K	Hold	254	–	–	﹤0.01%	714
2025 Q2	$2.33K	Hold	254	–	–	﹤0.01%	700
2025 Q1	$2.41K	Hold	254	–	–	﹤0.01%	690
2024 Q4	$2.47K	Hold	254	–	–	﹤0.01%	673
2024 Q3	$2.61K	Hold	254	–	–	﹤0.01%	649
2024 Q2	$2.56K	Hold	254	–	–	﹤0.01%	655
2024 Q1	$2.47K	Hold	254	–	–	﹤0.01%	684
2023 Q4	$2.44K	Hold	254	–	–	﹤0.01%	682
2023 Q3	$2.09K	Hold	254	–	–	﹤0.01%	709
2023 Q2	$2.4K	Hold	254	–	–	﹤0.01%	705
2023 Q1	$2.49K	Hold	254	–	–	﹤0.01%	704
2022 Q4	$2.52K	Hold	254	–	–	﹤0.01%	709
2022 Q3	$2K	Hold	254	–	–	﹤0.01%	734
2022 Q2	$2K	Hold	254	–	–	﹤0.01%	722
2022 Q1	$2K	Hold	254	–	–	﹤0.01%	826
2021 Q4	$3K	Hold	254	–	–	﹤0.01%	751
2021 Q3	$3K	Hold	254	–	–	﹤0.01%	770
2021 Q2	$3K	Hold	254	–	–	﹤0.01%	745
2021 Q1	$3K	Hold	254	–	–	﹤0.01%	695
2020 Q4	$3K	Buy	+254	New	+$3.18K	﹤0.01%	680

Other funds holding VMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SOA Wealth Advisors's VMO Position: Q2 2026 in Review

SOA Wealth Advisors held its Invesco Municipal Opportunity Trust (VMO) position steady in Q2 2026 at 254 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

SOA Wealth Advisors first reported a position in VMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3K in Q4 2021. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

SOA Wealth Advisors held 254 shares of Invesco Municipal Opportunity Trust worth $2.51K as of Q2 2026.
SOA Wealth Advisors left its Invesco Municipal Opportunity Trust share count unchanged in Q2 2026.
Invesco Municipal Opportunity Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #758 holding.
SOA Wealth Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Invesco Municipal Opportunity Trust position peaked at $3K in Q4 2021.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.