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Wedbush Securities’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Wedbush Securities’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
2022
Q4 		– Sell
-10,510
Closed -$96K – 1109
2022
Q3 		$96K Hold
10,510
– – 0.01% 975
2022
Q2 		$109K Sell
10,510
-879
-8% -$9.18K 0.01% 996
2022
Q1 		$130K Buy
11,389
+519
+5% +$6.31K 0.01% 1040
2021
Q4 		$150K Sell
10,870
-484
-4% -$6.56K 0.01% 1093
2021
Q3 		$155K Sell
11,354
-9,969
-47% -$137K 0.01% 1094
2021
Q2 		$290K Sell
21,323
-6,707
-24% -$90.7K 0.01% 885
2021
Q1 		$369K Buy
28,030
+13,421
+92% +$175K 0.02% 712
2020
Q4 		$187K Sell
14,609
-1,917
-12% -$24K 0.02% 792
2020
Q3 		$202K Sell
16,526
-1,910
-10% -$23.5K 0.02% 767
2020
Q2 		$219K Buy
18,436
+1,084
+6% +$12.5K 0.02% 740
2020
Q1 		$199K Sell
17,352
-412
-2% -$5.09K 0.02% 695
2019
Q4 		$220K Buy
17,764
+81
+0.5% +$1K 0.02% 822
2019
Q3 		$221K Buy
17,683
+1,062
+6% +$13.4K 0.02% 783
2019
Q2 		$204K Buy
16,621
+65
+0.4% +$782 0.02% 816
2019
Q1 		$198K Buy
16,556
+78
+0.5% +$918 0.02% 778
2018
Q4 		$184K Buy
16,478
+76
+0.5% +$845 0.02% 695
2018
Q3 		$188K Buy
16,402
+2,041
+14% +$24K 0.02% 789
2018
Q2 		$169K Buy
14,361
+1,525
+12% +$17.9K 0.02% 762
2018
Q1 		$150K Buy
12,836
+2,500
+24% +$29.8K 0.02% 721
2017
Q4 		$128K Sell
10,336
-2,650
-20% -$33.3K 0.02% 770
2017
Q3 		$169K Sell
12,986
-7,120
-35% -$94K 0.02% 732
2017
Q2 		$263K Buy
20,106
+1,140
+6% +$14.9K 0.03% 595
2017
Q1 		$246K Sell
18,966
-1,521
-7% -$19.8K 0.03% 611
2016
Q4 		$261K Buy
20,487
+8,341
+69% +$109K 0.04% 561
2016
Q3 		$173K Buy
+12,146
New +$177K 0.03% 697

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $164B AUM 112.45% 1-Year Est. Return

Wedbush Securities's VMO Position: Q4 2022 in Review

Wedbush Securities sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2022, closing a stake of 10,510 shares — an estimated $96K sold.

Wedbush Securities first reported a position in VMO in Q3 2016 and held it in 25 quarters. The position peaked at $369K in Q1 2021. 108 funds tracked by Wall St. Rank hold VMO as of Q4 2022.

  • Wedbush Securities reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2022 after selling out during the quarter.
  • Wedbush Securities sold 10,510 Invesco Municipal Opportunity Trust shares in Q4 2022, an estimated $96K.
  • Wedbush Securities first reported a position in Invesco Municipal Opportunity Trust in Q3 2016 and held it in 25 quarters.
  • Wedbush Securities's Invesco Municipal Opportunity Trust position peaked at $369K in Q1 2021.
  • 108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2022.

Based on Wedbush Securities's 13F filing for Q4 2022, filed 31 Jan 2023.