Vision Retirement’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Vision Retirement’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 Q2	$25.3K	Hold	2,567	–	–	0.01%	316
2026 Q1	$24.4K	Hold	2,567	–	–	0.01%	301
2025 Q4	$24.6K	Buy	+2,567	New	+$24.7K	0.01%	303

Other funds holding VMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Vision Retirement's VMO Position: Q2 2026 in Review

Vision Retirement held its Invesco Municipal Opportunity Trust (VMO) position steady in Q2 2026 at 2,567 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #316.

Vision Retirement first reported a position in VMO in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Vision Retirement held 2,567 shares of Invesco Municipal Opportunity Trust worth $25.3K as of Q2 2026.
Vision Retirement left its Invesco Municipal Opportunity Trust share count unchanged in Q2 2026.
Invesco Municipal Opportunity Trust made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #316 holding.
Vision Retirement first reported a position in Invesco Municipal Opportunity Trust in Q4 2025 and has held it in 3 quarters since.
105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.