Stordahl Capital Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Stordahl Capital 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
2023 Q2	–	Sell	-20,708	Closed	-$203K	–	58
2023 Q1	$203K	Hold	20,708	–	–	0.06%	53
2022 Q4	$205K	Buy	+20,708	New	+$192K	0.07%	49
2022 Q2	–	Sell	-20,708	Closed	-$237K	–	57
2022 Q1	$237K	Hold	20,708	–	–	0.09%	49
2021 Q4	$286K	Hold	20,708	–	–	0.11%	41
2021 Q3	$283K	Hold	20,708	–	–	0.11%	40
2021 Q2	$282K	Hold	20,708	–	–	0.11%	40
2021 Q1	$273K	Hold	20,708	–	–	0.12%	38
2020 Q4	$265K	Hold	20,708	–	–	0.12%	40
2020 Q3	$253K	Buy	20,708 +5,717	+38%	+$70.5K	0.13%	39
2020 Q2	$178K	Hold	14,991	–	–	0.1%	41
2020 Q1	$165K	Hold	14,991	–	–	0.1%	38
2019 Q4	$185K	Hold	14,991	–	–	0.07%	46
2019 Q3	$188K	Hold	14,991	–	–	0.08%	44
2019 Q2	$185K	Hold	14,991	–	–	0.07%	48
2019 Q1	$179K	Sell	14,991 -255	-2%	-$3K	0.07%	49
2018 Q4	$170K	Hold	15,246	–	–	0.08%	42
2018 Q3	$168K	Hold	15,246	–	–	0.08%	43
2018 Q2	$179K	Hold	15,246	–	–	0.08%	43
2018 Q1	$179K	Hold	15,246	–	–	0.09%	43
2017 Q4	$189K	Buy	+15,246	New	+$191K	0.09%	43

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stordahl Capital Management's VMO Position: Q2 2023 in Review

Stordahl Capital Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2023, closing a stake of 20,708 shares — an estimated $203K sold.

Stordahl Capital Management first reported a position in VMO in Q4 2017 and held it in 20 quarters. The position peaked at $286K in Q4 2021. 108 funds tracked by Wall St. Rank hold VMO as of Q2 2023.

Stordahl Capital Management reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2023 after selling out during the quarter.
Stordahl Capital Management sold 20,708 Invesco Municipal Opportunity Trust shares in Q2 2023, an estimated $203K.
Stordahl Capital Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2017 and held it in 20 quarters.
Stordahl Capital Management's Invesco Municipal Opportunity Trust position peaked at $286K in Q4 2021.
108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2023.

Based on Stordahl Capital Management's 13F filing for Q2 2023, filed 21 Jul 2023.