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VMO

VMO

Invesco Municipal Opportunity Trust• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
29
Partial Q3 2026
Total 13F value
$24.7M
Filed positions so far
New positions
5
This quarter
Sold positions
10
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Hennion & Walsh Asset Management, Inc.

$10.6M1.27M0.31%-0.4%

Kestra Advisory Services, Llc

$4.6M550.4K0.01%-0.3%

Cambridge Investment Research Advisors, Inc.

$2.8M338.7K0.01%-1.6%

Garner Asset Management Corp

$885K99.6K0.29%-28.1%

Wealth Alliance Advisory Group, Llc

$853K102.2K0.12%+6.5%

Commonwealth Equity Services, Llc

$753K90.2K0.00%+0.7%

Worthington Financial Partners, Llc

$719K86.1K0.61%-0.2%

Concurrent Investment Advisors, Llc

$567K67.9K0.00%+26.8%

Burford Brothers, Inc.

$407K48.7K0.15%Unchanged

Live Oak Private Wealth Llc

$359K43.0K0.04%Unchanged

Choreo, Llc

$350K41.9K0.00%+9.9%

Insight Wealth Strategies, Llc

$243K29.1K0.02%+2.1%

Gridiron Partners, Llc

$228K27.3K0.11%Unchanged

Wealth Enhancement Advisory Services, Llc

$183K21.4K0.00%+0.4%

Bar Harbor Wealth Management

$165K19.8K0.01%Unchanged

Kercheville Advisors, Llc

$155K18.6K0.04%Unchanged

Retirement Planning Group, Llc

$114K13.6K0.00%New Position

River Street Advisors Llc

$105K12.5K0.03%Unchanged

Ackerman Capital Advisors, Llc

$104K12.4K0.02%New Position

Capital Investment Advisors, Llc

$96K11.5K0.00%-14.8%

Gill Capital Partners, Llc

$85K10.2K0.02%Unchanged

Tradewinds Capital Management, Llc

$83K9.9K0.01%Unchanged

Spire Wealth Management

$62K7.4K0.00%New Position

Compass Wealth Management Llc

$57K6.8K0.01%New Position

Pinnacle Wealth Planning Services, Inc.

$21K2.5K0.00%-34.2%

Highline Wealth Partners Llc

$13K1.5K0.00%Unchanged

Buck Wealth Strategies, Llc

$12K1.5K0.00%New Position

Wpg Advisers, Llc

$8K9150.00%-14.2%

Farther Finance Advisors, Llc

$7K8860.00%Unchanged

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