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Sunbelt Securities’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Sunbelt Securities’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
2025
Q4 		– Sell
-2,291
Closed -$22.2K – 2964
2025
Q3 		$22.2K Buy
+2,291
New +$21.2K ﹤0.01% 1233
2020
Q1 		– Sell
-18,016
Closed -$223K – 649
2019
Q4 		$223K Sell
18,016
-2,998
-14% -$37.2K 0.02% 514
2019
Q3 		$263K Buy
+21,014
New +$264K 0.03% 448

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Sunbelt Securities's VMO Position: Q4 2025 in Review

Sunbelt Securities sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2025, closing a stake of 2,291 shares — an estimated $22.2K sold.

Sunbelt Securities first reported a position in VMO in Q3 2019 and held it in 3 quarters. The position peaked at $263K in Q3 2019. 111 funds tracked by Wall St. Rank hold VMO as of Q4 2025.

  • Sunbelt Securities reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 2,291 Invesco Municipal Opportunity Trust shares in Q4 2025, an estimated $22.2K.
  • Sunbelt Securities first reported a position in Invesco Municipal Opportunity Trust in Q3 2019 and held it in 3 quarters.
  • Sunbelt Securities's Invesco Municipal Opportunity Trust position peaked at $263K in Q3 2019.
  • 111 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.