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

Spire 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
2024
Q2 		– Sell
-1,100
Closed -$10.7K – 2400
2024
Q1 		$10.7K Hold
1,100
– – ﹤0.01% 1693
2023
Q4 		$10.2K Hold
1,100
– – ﹤0.01% 1752
2023
Q3 		$9.05K Hold
1,100
– – ﹤0.01% 1761
2023
Q2 		$10.4K Hold
1,100
– – ﹤0.01% 1805
2023
Q1 		$10.8K Sell
1,100
-164
-13% -$1.59K ﹤0.01% 1818
2022
Q4 		$13K Hold
1,264
– – ﹤0.01% 1529
2022
Q3 		$12K Hold
1,264
– – ﹤0.01% 1520
2022
Q2 		$13K Hold
1,264
– – ﹤0.01% 1841
2022
Q1 		$14K Hold
1,264
– – ﹤0.01% 1929
2021
Q4 		$17K Sell
1,264
-1,100
-47% -$14.9K ﹤0.01% 2183
2021
Q3 		$32K Hold
2,364
– – ﹤0.01% 1664
2021
Q2 		$32K Buy
2,364
+164
+7% +$2.22K ﹤0.01% 1671
2021
Q1 		$29K Buy
+2,200
New +$28.7K ﹤0.01% 1986

Other funds holding VMO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Spire Wealth Management's VMO Position: Q2 2024 in Review

Spire Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2024, closing a stake of 1,100 shares — an estimated $10.7K sold.

Spire Wealth Management first reported a position in VMO in Q1 2021 and held it in 13 quarters. The position peaked at $32K in Q3 2021. 114 funds tracked by Wall St. Rank hold VMO as of Q2 2024.

  • Spire Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,100 Invesco Municipal Opportunity Trust shares in Q2 2024, an estimated $10.7K.
  • Spire Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Invesco Municipal Opportunity Trust position peaked at $32K in Q3 2021.
  • 114 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.