WFA
VMO icon

Wellspring Financial Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Wellspring Financial Advisors’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
2024
Q2 		– Sell
-16,000
Closed -$156K – 158
2024
Q1 		$156K Hold
16,000
– – 0.02% 134
2023
Q4 		$154K Buy
16,000
+2,400
+18% +$21K 0.04% 130
2023
Q3 		$112K Hold
13,600
– – 0.03% 119
2023
Q2 		$129K Hold
13,600
– – 0.04% 112
2023
Q1 		$133K Hold
13,600
– – 0.04% 118
2022
Q4 		$135K Buy
+13,600
New +$126K 0.04% 120
2021
Q2 		– Sell
-18,000
Closed -$206K – 116
2021
Q1 		$206K Buy
+18,000
New +$235K 0.1% 83
2020
Q2 		– Sell
-18,000
Closed -$206K – 97
2020
Q1 		$206K Buy
+18,000
New +$222K 0.1% 83

Other funds holding VMO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wellspring Financial Advisors's VMO Position: Q2 2024 in Review

Wellspring Financial Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2024, closing a stake of 16,000 shares — an estimated $156K sold.

Wellspring Financial Advisors first reported a position in VMO in Q1 2020 and held it in 8 quarters. The position peaked at $206K in Q1 2021. 114 funds tracked by Wall St. Rank hold VMO as of Q2 2024.

  • Wellspring Financial Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 16,000 Invesco Municipal Opportunity Trust shares in Q2 2024, an estimated $156K.
  • Wellspring Financial Advisors first reported a position in Invesco Municipal Opportunity Trust in Q1 2020 and held it in 8 quarters.
  • Wellspring Financial Advisors's Invesco Municipal Opportunity Trust position peaked at $206K in Q1 2021.
  • 114 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2024.

Based on Wellspring Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.