Stifel Financial
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Stifel Financial’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Stifel Financial’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 		$1.58M Buy
165,754
+7,637
+5% +$74.6K ﹤0.01% 2129
2025
Q4 		$1.51M Sell
158,117
-51,737
-25% -$499K ﹤0.01% 2144
2025
Q3 		$2.03M Sell
209,854
-35,401
-14% -$328K ﹤0.01% 1907
2025
Q2 		$2.25M Buy
245,255
+8,535
+4% +$78.7K ﹤0.01% 1758
2025
Q1 		$2.25M Buy
236,720
+35,064
+17% +$341K ﹤0.01% 1685
2024
Q4 		$1.96M Buy
201,656
+84,593
+72% +$842K ﹤0.01% 1789
2024
Q3 		$1.2M Buy
117,063
+30,463
+35% +$308K ﹤0.01% 2103
2024
Q2 		$873K Buy
86,600
+50,437
+139% +$486K ﹤0.01% 2253
2024
Q1 		$352K Sell
36,163
-4,572
-11% -$43.9K ﹤0.01% 2810
2023
Q4 		$391K Sell
40,735
-22,654
-36% -$198K ﹤0.01% 2698
2023
Q3 		$522K Sell
63,389
-4,148
-6% -$37.9K ﹤0.01% 2464
2023
Q2 		$639K Buy
67,537
+9,190
+16% +$87K ﹤0.01% 2376
2023
Q1 		$572K Sell
58,347
-2,503
-4% -$24.3K ﹤0.01% 2437
2022
Q4 		$603K Buy
60,850
+503
+0.8% +$4.67K ﹤0.01% 2365
2022
Q3 		$550K Sell
60,347
-18,364
-23% -$188K ﹤0.01% 2385
2022
Q2 		$813K Sell
78,711
-32,050
-29% -$335K ﹤0.01% 2143
2022
Q1 		$1.27M Sell
110,761
-259,112
-70% -$3.15M ﹤0.01% 1940
2021
Q4 		$5.11M Sell
369,873
-2,222
-0.6% -$30.1K 0.01% 1059
2021
Q3 		$5.09M Sell
372,095
-2,579
-0.7% -$35.5K 0.01% 1007
2021
Q2 		$5.1M Sell
374,674
-3,325
-0.9% -$45K 0.01% 1020
2021
Q1 		$4.98M Sell
377,999
-23,096
-6% -$302K 0.01% 967
2020
Q4 		$5.14M Buy
401,095
+9,010
+2% +$113K 0.01% 870
2020
Q3 		$4.79M Buy
392,085
+1,784
+0.5% +$22K 0.01% 783
2020
Q2 		$4.63M Buy
390,301
+48,869
+14% +$564K 0.01% 755
2020
Q1 		$3.9M Buy
341,432
+182,198
+114% +$2.25M 0.01% 749
2019
Q4 		$1.96M Sell
159,234
-1,443
-0.9% -$17.9K ﹤0.01% 1350
2019
Q3 		$2.01M Sell
160,677
-4,637
-3% -$58.3K 0.01% 1313
2019
Q2 		$2.02M Buy
165,314
+16,739
+11% +$201K 0.01% 1327
2019
Q1 		$1.77M Buy
148,575
+10,005
+7% +$118K 0.01% 1309
2018
Q4 		$1.54M Buy
138,570
+9,481
+7% +$105K 0.01% 1283
2018
Q3 		$1.47M Buy
129,089
+14,492
+13% +$171K ﹤0.01% 1448
2018
Q2 		$1.34M Buy
114,597
+62,154
+119% +$728K ﹤0.01% 1442
2018
Q1 		$610K Buy
52,443
+9,099
+21% +$109K ﹤0.01% 1851
2017
Q4 		$532K Buy
43,344
+4,341
+11% +$54.5K ﹤0.01% 1875
2017
Q3 		$504K Sell
39,003
-4,607
-11% -$60.8K ﹤0.01% 1883
2017
Q2 		$568K Sell
43,610
-519
-1% -$6.8K ﹤0.01% 1804
2017
Q1 		$564K Sell
44,129
-17,091
-28% -$222K ﹤0.01% 1751
2016
Q4 		$778K Sell
61,220
-51,725
-46% -$673K ﹤0.01% 1527
2016
Q3 		$1.61M Sell
112,945
-10,306
-8% -$150K 0.01% 1093
2016
Q2 		$1.84M Buy
123,251
+21,993
+22% +$314K 0.01% 1040
2016
Q1 		$1.41M Buy
101,258
+86,740
+597% +$1.18M 0.01% 1074
2015
Q4 		$191K Buy
+14,518
New +$186K ﹤0.01% 2130

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

Stifel Financial's VMO Position: Q1 2026 in Review

Stifel Financial increased its Invesco Municipal Opportunity Trust (VMO) stake by 4.8% in Q1 2026, buying an estimated $74.6K and bringing the position to 165,754 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Stifel Financial first reported a position in VMO in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.14M in Q4 2020. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Stifel Financial held 165,754 shares of Invesco Municipal Opportunity Trust worth $1.58M as of Q1 2026.
  • Stifel Financial bought 7,637 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $74.6K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2129 holding.
  • Stifel Financial first reported a position in Invesco Municipal Opportunity Trust in Q4 2015 and has held it in 42 quarters since.
  • Stifel Financial's Invesco Municipal Opportunity Trust position peaked at $5.14M in Q4 2020.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.