WFA
VMO icon

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

WMG 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
2025
Q1 		– Sell
-11,988
Closed -$117K – 183
2024
Q4 		$117K Hold
11,988
– – 0.05% 167
2024
Q3 		$123K Buy
11,988
+238
+2% +$2.41K 0.06% 169
2024
Q2 		$118K Sell
11,750
-250
-2% -$2.41K 0.06% 148
2024
Q1 		$117K Buy
+12,000
New +$115K 0.07% 142

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

WMG Financial Advisors's VMO Position: Q1 2025 in Review

WMG Financial Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2025, closing a stake of 11,988 shares — an estimated $117K sold.

WMG Financial Advisors first reported a position in VMO in Q1 2024 and held it in 4 quarters. The position peaked at $123K in Q3 2024. 108 funds tracked by Wall St. Rank hold VMO as of Q1 2025.

  • WMG Financial Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 11,988 Invesco Municipal Opportunity Trust shares in Q1 2025, an estimated $117K.
  • WMG Financial Advisors first reported a position in Invesco Municipal Opportunity Trust in Q1 2024 and held it in 4 quarters.
  • WMG Financial Advisors's Invesco Municipal Opportunity Trust position peaked at $123K in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2025.

Based on WMG Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.