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WPG Advisers’s Invesco Municipal Opportunity Trust VMO Stock Holding History

WPG Advisers’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 		$10.5K Buy
1,066
+103
+11% +$999 0.01% 750
2026
Q1 		$9.16K Sell
963
-2
-0.2% -$20 0.01% 705
2025
Q4 		$9.23K Buy
965
+494
+105% +$4.76K 0.01% 723
2025
Q3 		$4.55K Buy
471
+195
+71% +$1.8K ﹤0.01% 931
2025
Q2 		$2.53K Buy
+276
New +$2.54K ﹤0.01% 1064

Other funds holding VMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM

WPG Advisers's VMO Position: Q2 2026 in Review

WPG Advisers increased its Invesco Municipal Opportunity Trust (VMO) stake by 11% in Q2 2026, buying an estimated $999 and bringing the position to 1,066 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #750.

WPG Advisers first reported a position in VMO in Q2 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • WPG Advisers held 1,066 shares of Invesco Municipal Opportunity Trust worth $10.5K as of Q2 2026.
  • WPG Advisers bought 103 Invesco Municipal Opportunity Trust shares in Q2 2026, an estimated $999.
  • Invesco Municipal Opportunity Trust made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #750 holding.
  • WPG Advisers first reported a position in Invesco Municipal Opportunity Trust in Q2 2025 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.