WPG Advisers
VMO icon

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
Q3 		$7.64K Sell
915
-151
-14% -$1.44K ﹤0.01% 828
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 		$9.24K Buy
965
+494
+105% +$4.76K 0.01% 723
2025
Q3 		$4.56K 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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

WPG Advisers's VMO Position: Q3 2026 in Review

WPG Advisers reduced its Invesco Municipal Opportunity Trust (VMO) stake by 14% in Q3 2026, selling an estimated $1.44K and leaving 915 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

WPG Advisers first reported a position in VMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.5K in Q2 2026. 22 funds tracked by Wall St. Rank hold VMO as of Q3 2026.

  • WPG Advisers held 915 shares of Invesco Municipal Opportunity Trust worth $7.64K as of Q3 2026.
  • WPG Advisers sold 151 Invesco Municipal Opportunity Trust shares in Q3 2026, an estimated $1.44K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of WPG Advisers's portfolio in Q3 2026, its #828 holding.
  • WPG Advisers first reported a position in Invesco Municipal Opportunity Trust in Q2 2025 and has held it in 6 quarters since.
  • WPG Advisers's Invesco Municipal Opportunity Trust position peaked at $10.5K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.