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Worthington Financial Partners, LLC → VMO
Worthington Financial Partners, LLC VMO Position History
Invesco Municipal Opportunity Trust • Financial Services
Quarters held
4
Latest value
$719K
Q3 2026
Peak value
$851K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $826K |
| Q1 2026 | $821K |
| Q2 2026 | $851K |
| Q3 2026 | $719K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $719K | 86.1K | — | — |
| Q2 2026 | $851K | 86.3K | — | — |
| Q1 2026 | $821K | 86.3K | — | — |
| Q4 2025 | $826K | 86.3K | — | — |