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Sonora Investment Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Sonora Investment 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
2021
Q3 		$55K Hold
4,000
– – 0.01% 404
2021
Q2 		$54K Hold
4,000
– – 0.01% 380
2021
Q1 		$53K Hold
4,000
– – ﹤0.01% 584
2020
Q4 		$51K Hold
4,000
– – ﹤0.01% 610
2020
Q3 		$49K Buy
+4,000
New +$49.3K ﹤0.01% 597

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Sonora Investment Management's VMO Position: Q3 2021 in Review

Sonora Investment Management held its Invesco Municipal Opportunity Trust (VMO) position steady in Q3 2021 at 4,000 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #404.

Sonora Investment Management first reported a position in VMO in Q3 2020 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold VMO as of Q3 2021.

  • Sonora Investment Management held 4,000 shares of Invesco Municipal Opportunity Trust worth $55K as of Q3 2021.
  • Sonora Investment Management left its Invesco Municipal Opportunity Trust share count unchanged in Q3 2021.
  • Invesco Municipal Opportunity Trust made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #404 holding.
  • Sonora Investment Management first reported a position in Invesco Municipal Opportunity Trust in Q3 2020 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.