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Kestra Advisory Services, LLC → VMO
Kestra Advisory Services, LLC VMO Position History
Invesco Municipal Opportunity Trust • Financial Services
Quarters held
5
Latest value
$4.6M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $4.2M |
| Q1 2026 | $5M |
| Q2 2026 | $5.5M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 550.4K | — | — |
| Q2 2026 | $5.5M | 552.2K | — | — |
| Q1 2026 | $5M | 523.8K | — | — |
| Q4 2025 | $4.2M | 438.6K | — | — |
| Q3 2025 | $3.8M | 397.0K | — | — |