Wealth Alliance Advisory Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Wealth Alliance Advisory Group’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	$947K	Sell	95,961 -12,683	-12%	-$123K	0.14%	87
2026 Q1	$1.03M	Buy	108,644 +38,839	+56%	+$379K	0.16%	83
2025 Q4	$668K	Buy	69,805 +11,515	+20%	+$111K	0.11%	103
2025 Q3	$564K	Buy	58,290 +2,000	+4%	+$18.5K	0.1%	105
2025 Q2	$517K	Buy	56,290 +2,750	+5%	+$25.3K	0.1%	108
2025 Q1	$508K	Buy	53,540 +16,940	+46%	+$165K	0.11%	113
2024 Q4	$356K	Buy	+36,600	New	+$364K	0.08%	126

Other funds holding VMO

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

Wealth Alliance Advisory Group's VMO Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its Invesco Municipal Opportunity Trust (VMO) stake by 12% in Q2 2026, selling an estimated $123K and leaving 95,961 shares worth $947K. The position accounts for 0.14% of the portfolio, ranked #87.

Wealth Alliance Advisory Group first reported a position in VMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2026. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

Wealth Alliance Advisory Group held 95,961 shares of Invesco Municipal Opportunity Trust worth $947K as of Q2 2026.
Wealth Alliance Advisory Group sold 12,683 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $123K.
Invesco Municipal Opportunity Trust made up 0.14% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #87 holding.
Wealth Alliance Advisory Group first reported a position in Invesco Municipal Opportunity Trust in Q4 2024 and has held it in 7 quarters since.
Wealth Alliance Advisory Group's Invesco Municipal Opportunity Trust position peaked at $1.03M in Q1 2026.
110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.