Compass Wealth Management LLC
- SEC CIK
- 0001965653
- Latest filing
- Aug 7, 2026
VMO holding history
Invesco Municipal Opportunity Trust in every 13F filed by Compass Wealth Management 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 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −6,831−100.0% | Sold out | Holders |
| Q1 2025 | 6,831 | $64.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 6,831 | $66.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 6,831 | $70.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 6,831 | $68.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 6,831 | $66.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 6,831 | $65.6K | <0.1% | −6,537−48.9% | Reduced | Holders |
| Q3 2023 | 13,368 | $110.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 13,368 | $126.5K | <0.1% | +13,368 | New | Holders |