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Steward Partners Investment Advisory’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$647K Buy
68,010
+2,006
+3% +$19.6K ﹤0.01% 1386
2025
Q4 		$632K Sell
66,004
-15,150
-19% -$146K ﹤0.01% 1293
2025
Q3 		$785K Sell
81,154
-5,663
-7% -$52.4K ﹤0.01% 1162
2025
Q2 		$797K Sell
86,817
-35,403
-29% -$326K 0.01% 1082
2025
Q1 		$1.16M Buy
122,220
+7,027
+6% +$68.3K 0.01% 862
2024
Q4 		$1.12M Buy
115,193
+13,364
+13% +$133K 0.01% 836
2024
Q3 		$1.05M Buy
101,829
+17,077
+20% +$173K 0.01% 830
2024
Q2 		$854K Buy
84,752
+3,318
+4% +$32K 0.01% 863
2024
Q1 		$792K Buy
81,434
+5,856
+8% +$56.2K 0.01% 878
2023
Q4 		$726K Buy
75,578
+17,546
+30% +$154K 0.01% 841
2023
Q3 		$478K Buy
58,032
+1,027
+2% +$9.38K 0.01% 932
2023
Q2 		$539K Sell
57,005
-40
-0.1% -$378 0.01% 906
2023
Q1 		$560K Sell
57,045
-5,146
-8% -$50K 0.01% 884
2022
Q4 		$616K Buy
62,191
+10,621
+21% +$98.7K 0.01% 819
2022
Q3 		$470K Buy
51,570
+4,606
+10% +$47.1K 0.01% 875
2022
Q2 		$485K Buy
46,964
+7,553
+19% +$78.8K 0.01% 864
2022
Q1 		$451K Buy
39,411
+1,721
+5% +$20.9K 0.01% 958
2021
Q4 		$521K Buy
37,690
+1,639
+5% +$22.2K 0.01% 921
2021
Q3 		$494K Buy
36,051
+1,966
+6% +$27.1K 0.01% 911
2021
Q2 		$464K Sell
34,085
-2,789
-8% -$37.7K 0.01% 963
2021
Q1 		$486K Buy
36,874
+7,910
+27% +$103K 0.01% 905
2020
Q4 		$371K Buy
28,964
+5,411
+23% +$67.7K 0.01% 844
2020
Q3 		$288K Buy
23,553
+3,719
+19% +$45.8K 0.01% 824
2020
Q2 		$235K Buy
19,834
+1,482
+8% +$17.1K 0.01% 832
2020
Q1 		$210K Sell
18,352
-5,419
-23% -$66.9K 0.01% 774
2019
Q4 		$293K Buy
23,771
+5,319
+29% +$66K 0.01% 771
2019
Q3 		$230K Buy
18,452
+12,966
+236% +$163K 0.01% 803
2019
Q2 		$67K Buy
+5,486
New +$66K ﹤0.01% 1221
2018
Q4 		– Sell
-3,494
Closed -$40K – 2113
2018
Q3 		$40K Buy
3,494
+50
+1% +$588 ﹤0.01% 1287
2018
Q2 		$40K Buy
3,444
+44
+1% +$515 ﹤0.01% 1194
2018
Q1 		$39K Buy
3,400
+48
+1% +$573 ﹤0.01% 1090
2017
Q4 		$41K Buy
3,352
+3,349
+111,633% +$42K ﹤0.01% 897
2017
Q3 		$0 Hold
3
– – ﹤0.01% 1765
2017
Q2 		$0 Sell
3
-805
-100% -$10.6K ﹤0.01% 1701
2017
Q1 		$10K Buy
+808
New +$10.5K ﹤0.01% 951

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Steward Partners Investment Advisory's VMO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco Municipal Opportunity Trust (VMO) stake by 3% in Q1 2026, buying an estimated $19.6K and bringing the position to 68,010 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Steward Partners Investment Advisory first reported a position in VMO in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.16M in Q1 2025. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Steward Partners Investment Advisory held 68,010 shares of Invesco Municipal Opportunity Trust worth $647K as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,006 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $19.6K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1386 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Municipal Opportunity Trust in Q1 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's Invesco Municipal Opportunity Trust position peaked at $1.16M in Q1 2025.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.