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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

VMO holding history

Invesco Municipal Opportunity Trust in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VMO overviewAll 13F holders of VMOFull Q2 2026 holdings

Shares (Q2 2026)
146,154
Value
$1.44M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of VMO by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026146,154$1.44M0.1%+185+0.1%AddedHolders
Q1 2026145,969$1.39M0.1%+183+0.1%AddedHolders
Q4 2025145,786$1.40M0.1%+181+0.1%AddedHolders
Q3 2025145,605$1.41M0.1%+184+0.1%AddedHolders
Q2 2025145,421$1.33M0.1%+182+0.1%AddedHolders
Q1 2025145,239$1.38M0.1%+169+0.1%AddedHolders
Q4 2024145,070$1.41M0.1%+162+0.1%AddedHolders
Q3 2024144,908$1.49M0.1%+136,528+1,629.2%AddedHolders
Q2 20248,380$84.5K<0.1%+118+1.4%AddedHolders
Q1 20248,262$80.4K<0.1%+123+1.5%AddedHolders
Q4 20238,139$78.2K<0.1%−244,153−96.8%ReducedHolders
Q3 2023252,292$2.08M0.2%−1,682−0.7%ReducedHolders
Q2 2023253,974$2.40M0.2%+1100.0%AddedHolders
Q1 2023253,864$2.49M0.2%+1120.0%AddedHolders
Q4 2022253,752$2.51M0.2%+131+0.1%AddedHolders
Q3 2022253,621$2.31M0.3%+244,375+2,643.0%AddedHolders
Q2 20229,246$96.0K<0.1%−270,679−96.7%ReducedHolders
Q1 2022279,925$3.21M0.3%+1,523+0.5%AddedHolders
Q4 2021278,402$3.85M0.4%+1,446+0.5%AddedHolders
Q3 2021276,956$3.79M0.4%+1,420+0.5%AddedHolders
Q2 2021275,536$3.75M0.6%+1,808+0.7%AddedHolders
Q1 2021273,728$3.61M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.