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StoneX Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

StoneX Group’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 		– Sell
-31,179
Closed -$298K – 1241
2025
Q4 		$298K Buy
31,179
+1,093
+4% +$10.5K 0.01% 701
2025
Q3 		$291K Sell
30,086
-3,057
-9% -$28.3K 0.01% 712
2025
Q2 		$304K Buy
33,143
+3,078
+10% +$28.4K 0.01% 657
2025
Q1 		$285K Buy
30,065
+10
+0% +$97 0.02% 659
2024
Q4 		$292K Buy
+30,055
New +$299K 0.02% 612

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

StoneX Group's VMO Position: Q1 2026 in Review

StoneX Group sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2026, closing a stake of 31,179 shares — an estimated $298K sold.

StoneX Group first reported a position in VMO in Q4 2024 and held it in 5 quarters. The position peaked at $304K in Q2 2025. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • StoneX Group reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 31,179 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $298K.
  • StoneX Group first reported a position in Invesco Municipal Opportunity Trust in Q4 2024 and held it in 5 quarters.
  • StoneX Group's Invesco Municipal Opportunity Trust position peaked at $304K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.