Wealth Enhancement Advisory Services
VMO icon

Wealth Enhancement Advisory Services’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Wealth Enhancement Advisory Services’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 		$210K Buy
21,313
+194
+0.9% +$1.88K ﹤0.01% 3544
2026
Q1 		$201K Buy
+21,119
New +$206K ﹤0.01% 3133

Other funds holding VMO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's VMO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Municipal Opportunity Trust (VMO) stake by 0.92% in Q2 2026, buying an estimated $1.88K and bringing the position to 21,313 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #3544.

Wealth Enhancement Advisory Services first reported a position in VMO in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,313 shares of Invesco Municipal Opportunity Trust worth $210K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 194 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $1.88K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3544 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Municipal Opportunity Trust in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.