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Wealthcare Advisory Partners’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-11,052
Closed -$146K – 1826
2021
Q1 		$146K Buy
+11,052
New +$144K 0.01% 557

Other funds holding VMO

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GC
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Wealthcare Advisory Partners's VMO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2021, closing a stake of 11,052 shares — an estimated $146K sold.

Wealthcare Advisory Partners first reported a position in VMO in Q1 2021 and held it in 1 quarter. The position peaked at $146K in Q1 2021. 88 funds tracked by Wall St. Rank hold VMO as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 11,052 Invesco Municipal Opportunity Trust shares in Q2 2021, an estimated $146K.
  • Wealthcare Advisory Partners first reported a position in Invesco Municipal Opportunity Trust in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Invesco Municipal Opportunity Trust position peaked at $146K in Q1 2021.
  • 88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.