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 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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return