Wolverine Asset Management
VMO icon

Wolverine Asset Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Wolverine Asset Management’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
Q4 		– Sell
-2,090
Closed -$21.5K – 1806
2024
Q3 		$21.5K Buy
+2,090
New +$21.2K ﹤0.01% 1267
2024
Q2 		– Sell
-2,000
Closed -$19.5K – 1795
2024
Q1 		$19.5K Sell
2,000
-10,670
-84% -$102K ﹤0.01% 1214
2023
Q4 		$122K Sell
12,670
-1,378
-10% -$12.1K ﹤0.01% 1108
2023
Q3 		$116K Buy
14,048
+13,944
+13,408% +$127K ﹤0.01% 1128
2023
Q2 		$983 Buy
+104
New +$984 ﹤0.01% 1641
2022
Q4 		– Sell
-72,745
Closed -$662K – 2311
2022
Q3 		$662K Buy
72,745
+20,290
+39% +$208K 0.01% 930
2022
Q2 		$541K Buy
52,455
+8,618
+20% +$90K 0.01% 968
2022
Q1 		$501K Buy
+43,837
New +$533K ﹤0.01% 964
2020
Q1 		– Sell
-5,114
Closed -$63K – 1714
2019
Q4 		$63K Buy
+5,114
New +$63.5K ﹤0.01% 1162
2019
Q3 		– Sell
-14,373
Closed -$176K – 1635
2019
Q2 		$176K Buy
+14,373
New +$173K ﹤0.01% 1058
2019
Q1 		– Sell
-1,260
Closed -$14K – 1725
2018
Q4 		$14K Buy
+1,260
New +$14K ﹤0.01% 1516
2018
Q2 		– Sell
-211,236
Closed -$2.48M – 1609
2018
Q1 		$2.48M Buy
211,236
+94,445
+81% +$1.13M 0.03% 442
2017
Q4 		$1.45M Buy
+116,791
New +$1.47M 0.01% 623
2014
Q4 		– Sell
-26,052
Closed -$326K – 2517
2014
Q3 		$326K Sell
26,052
-5,327
-17% -$66.3K 0.01% 852
2014
Q2 		$395K Buy
31,379
+1,433
+5% +$17.8K 0.01% 679
2014
Q1 		$365K Sell
29,946
-48,717
-62% -$590K 0.01% 684
2013
Q4 		$921K Buy
78,663
+45,876
+140% +$527K 0.02% 546
2013
Q3 		$386K Buy
+32,787
New +$382K 0.01% 864

Other funds holding VMO

Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $195M AUM 10.53% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Wolverine Asset Management's VMO Position: Q4 2024 in Review

Wolverine Asset Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2024, closing a stake of 2,090 shares — an estimated $21.5K sold.

Wolverine Asset Management first reported a position in VMO in Q3 2013 and held it in 18 quarters. The position peaked at $2.48M in Q1 2018. 118 funds tracked by Wall St. Rank hold VMO as of Q4 2024.

  • Wolverine Asset Management reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2024 after selling out during the quarter.
  • Wolverine Asset Management sold 2,090 Invesco Municipal Opportunity Trust shares in Q4 2024, an estimated $21.5K.
  • Wolverine Asset Management first reported a position in Invesco Municipal Opportunity Trust in Q3 2013 and held it in 18 quarters.
  • Wolverine Asset Management's Invesco Municipal Opportunity Trust position peaked at $2.48M in Q1 2018.
  • 118 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2024.

Based on Wolverine Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.