Stratos Wealth Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$203K Sell
21,302
-67,739
-76% -$661K 0.01% 584
2025
Q4
$852K Hold
89,041
0.04% 332
2025
Q3
$861K Sell
89,041
-654
-0.7% -$6.05K 0.04% 346
2025
Q2
$823K Hold
89,695
0.04% 343
2025
Q1
$851K Buy
89,695
+2,644
+3% +$25.7K 0.05% 330
2024
Q4
$846K Sell
87,051
-7,080
-8% -$70.4K 0.04% 359
2024
Q3
$967K Buy
94,131
+6,866
+8% +$69.5K 0.04% 355
2024
Q2
$880K Buy
+87,265
New +$841K 0.04% 352

Other funds holding VMO

Stratos Wealth Advisors's VMO Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Invesco Municipal Opportunity Trust (VMO) stake by 76% in Q1 2026, selling an estimated $661K and leaving 21,302 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #584.

Stratos Wealth Advisors first reported a position in VMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $967K in Q3 2024. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Stratos Wealth Advisors held 21,302 shares of Invesco Municipal Opportunity Trust worth $203K as of Q1 2026.
  • Stratos Wealth Advisors sold 67,739 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $661K.
  • Invesco Municipal Opportunity Trust made up 0.01% of Stratos Wealth Advisors's portfolio in Q1 2026, its #584 holding.
  • Stratos Wealth Advisors first reported a position in Invesco Municipal Opportunity Trust in Q2 2024 and has held it in 8 quarters since.
  • Stratos Wealth Advisors's Invesco Municipal Opportunity Trust position peaked at $967K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.