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Wagner Wealth Management (South Carolina)’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-2,541
Closed -$23K – 679
2022
Q3 		$23K Hold
2,541
– – 0.02% 297
2022
Q2 		$26K Buy
+2,541
New +$26.5K 0.02% 284
2022
Q1 		– Sell
-2,541
Closed -$35K – 641
2021
Q4 		$35K Hold
2,541
– – 0.03% 313
2021
Q3 		$34K Hold
2,541
– – 0.03% 298
2021
Q2 		$35K Hold
2,541
– – 0.03% 309
2021
Q1 		$33K Buy
+2,541
New +$33.2K 0.03% 288
2018
Q3 		$29K Hold
2,541
– – 0.02% 302
2018
Q2 		$30K Buy
+2,541
New +$29.7K 0.02% 275

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VMO Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2022, closing a stake of 2,541 shares — an estimated $23K sold.

Wagner Wealth Management (South Carolina) first reported a position in VMO in Q2 2018 and held it in 8 quarters. The position peaked at $35K in Q4 2021. 108 funds tracked by Wall St. Rank hold VMO as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 2,541 Invesco Municipal Opportunity Trust shares in Q4 2022, an estimated $23K.
  • Wagner Wealth Management (South Carolina) first reported a position in Invesco Municipal Opportunity Trust in Q2 2018 and held it in 8 quarters.
  • Wagner Wealth Management (South Carolina)'s Invesco Municipal Opportunity Trust position peaked at $35K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.