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

Worth 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
2026 Q2	$127K	Buy	+12,885	New	+$125K	0.04%	209
2023 Q1	–	Sell	-10,020	Closed	-$97.3K	–	539
2022 Q4	$99.3K	Sell	10,020 -5,010	-33%	-$46.5K	0.07%	124
2022 Q3	$137K	Hold	15,030	–	–	0.1%	75
2022 Q2	$155K	Hold	15,030	–	–	0.11%	91
2022 Q1	$155K	Buy	+15,030	New	+$183K	0.1%	94

Other funds holding VMO

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Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return