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Wealthspire Advisors (New York)’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-657
Closed -$6.35K – 2845
2025
Q3 		$6.35K Buy
+657
New +$6.08K ﹤0.01% 2236

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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s VMO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2025, closing a stake of 657 shares — an estimated $6.35K sold.

Wealthspire Advisors (New York) first reported a position in VMO in Q3 2025 and held it in 1 quarter. The position peaked at $6.35K in Q3 2025. 111 funds tracked by Wall St. Rank hold VMO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 657 Invesco Municipal Opportunity Trust shares in Q4 2025, an estimated $6.35K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Municipal Opportunity Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Municipal Opportunity Trust position peaked at $6.35K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.