Invesco Municipal Opportunity Trust
VMO- Exchange
- NYSE
- SEC CIK
- 0000884152
No open-market purchases or sales by Invesco Municipal Opportunity Trust insiders were filed in the last 90 days; 110 institutions reported holding it in 13F filings for Q2 2026, worth $165.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Invesco Municipal Opportunity Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 110
- +5 vs. Q1 2026
- Shares held
- 16.8M
- −1.02M (−5.7%) vs. Q1 2026
- Total value
- $165.8M
- −$3.77M (−2.2%) vs. Q1 2026
- New holders
- 15
- 42 more added
- Sold out
- 10
- 24 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 110 | $165.8M |
| Q1 2026 | 106 | $169.9M |
| Q4 2025 | 112 | $184.7M |
| Q3 2025 | 102 | $182.5M |
| Q2 2025 | 106 | $181.5M |
| Q1 2025 | 109 | $195.2M |
| Q4 2024 | 117 | $216.7M |
| Q3 2024 | 119 | $232.3M |
| Q2 2024 | 115 | $248.1M |
| Q1 2024 | 115 | $239.1M |
| Q4 2023 | 116 | $226.5M |
| Q3 2023 | 111 | $172.1M |
| Q2 2023 | 109 | $188.4M |
| Q1 2023 | 105 | $186.4M |
| Q4 2022 | 109 | $183.0M |
| Q3 2022 | 106 | $140.6M |
| Q2 2022 | 108 | $157.5M |
| Q1 2022 | 107 | $145.7M |
| Q4 2021 | 88 | $187.7M |
| Q3 2021 | 92 | $185.9M |
| Q2 2021 | 89 | $188.7M |
| Q1 2021 | 92 | $178.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $10 | 0.00% | – | – |
| Assetmark, Inc | 99 | $977 | 0.00% | −4−3.9% | Reduced |
| Fifth Third Bancorp | 145 | $1.43K | 0.00% | +5+3.6% | Added |
| IMA Wealth, Inc. | 164 | $1.62K | 0.00% | +164 | New |
| Operose Advisors LLC | 167 | $1.65K | 0.00% | +167 | New |
| SOA Wealth Advisors, LLC. | 254 | $2.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.39K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 885 | $8.73K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 886 | $8.74K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,066 | $10.5K | 0.01% | +103+10.7% | Added |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,151 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $13.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,500 | $14.8K | 0.00% | +1,000+200.0% | Added |
| CoreCap Advisors, LLC | 1,700 | $16.8K | 0.00% | +1,700 | New |
| Vision Retirement, LLC | 2,567 | $25.3K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,592 | $25.7K | 0.00% | +41+1.6% | Added |
| Ancora Advisors, LLC | 2,979 | $29.4K | 0.00% | −309−9.4% | Reduced |
| Chung Wu Investment Group, LLC | 3,000 | $29.6K | 0.02% | +3,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,855 | $38.0K | 0.00% | +372+10.7% | Added |
| Clear Street Group Inc. | 4,325 | $42.7K | 0.00% | +4,325 | New |
| Penserra Capital Management LLC | 4,470 | $44.0K | 0.00% | +2,980+200.0% | Added |
| Northwestern Mutual Wealth Management Co | 7,148 | $70.5K | 0.00% | −213−2.9% | Reduced |
| Global Retirement Partners, LLC | 9,433 | $93.1K | 0.00% | +9,433 | New |
| Tradewinds Capital Management, LLC | 9,891 | $97.6K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,189 | $100.6K | 0.03% | 00.0% | Unchanged |
| Encompass More Asset Management | 10,410 | $102.7K | 0.02% | −2,220−17.6% | Reduced |
| Mariner, LLC | 10,419 | $102.8K | 0.00% | +211+2.1% | Added |
| US Bancorp | 10,918 | $107.8K | 0.00% | +10,890+38,892.9% | Added |
| Collaborative Wealth Managment Inc. | 11,000 | $108.6K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 11,191 | $110.5K | 0.00% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 12,387 | $122.3K | 0.03% | 00.0% | Unchanged |
| River Street Advisors LLC | 12,547 | $123.8K | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 13,250 | $126.0K | 0.02% | +13,250 | New |
| Worth Asset Management, LLC | 12,885 | $127.2K | 0.04% | +12,885 | New |
| Capital Investment Advisors, LLC | 13,500 | $133.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,671 | $134.9K | 0.00% | +13,671 | New |
| Private Advisor Group, LLC | 14,078 | $138.9K | 0.00% | +14,078 | New |
| Cresset Asset Management, LLC | 14,400 | $142.1K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,661 | $144.7K | 0.00% | +4,533+44.8% | Added |
| Virtu Financial LLC | 14,845 | $147.0K | 0.00% | −1,138−7.1% | Reduced |
| Envestnet Asset Management Inc | 14,925 | $147.3K | 0.00% | +14,925 | New |
| Pinnacle Bancorp, Inc. | 15,000 | $148.1K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15,411 | $152.1K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 16,363 | $161.5K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,664 | $174.3K | 0.00% | +64+0.4% | Added |
| Kercheville Advisors, LLC | 18,567 | $183.3K | 0.06% | 00.0% | Unchanged |
| Charter Trust Co | 19,795 | $195.4K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,870 | $196.1K | 0.00% | −10,026−33.5% | Reduced |
| Shufro Rose & Co LLC | 20,500 | $202.3K | 0.01% | −5,000−19.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,313 | $210.4K | 0.00% | +194+0.9% | Added |
| Baird Financial Group, Inc. | 24,737 | $244.2K | 0.00% | +24,737 | New |
| Clark Asset Management, LLC | 26,059 | $257.2K | 0.02% | +26,059 | New |
| Rothschild Investment LLC | 26,348 | $260.1K | 0.01% | +25,000+1,854.6% | Added |
| Cetera Investment Advisers | 26,436 | $260.9K | 0.00% | +9,449+55.6% | Added |
| Brown Advisory Inc | 26,761 | $264.1K | 0.00% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 27,298 | $269.4K | 0.14% | −51,307−65.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 27,700 | $273.4K | 0.01% | +6,000+27.6% | Added |
| Harbour Investments, Inc. | 28,352 | $279.8K | 0.00% | +358+1.3% | Added |
| APCM Wealth Management for Individuals | 28,550 | $281.8K | 0.03% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 28,558 | $282.7K | 0.03% | +542+1.9% | Added |
| TCG Advisory Services, LLC | 29,859 | $294.7K | 0.01% | −1,819−5.7% | Reduced |
| Pursuit Wealth Strategies, LLC | 32,081 | $316.6K | 0.41% | −9,410−22.7% | Reduced |
| Nuveen, LLC | 32,559 | $321.4K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 35,014 | $345.6K | 0.01% | +662+1.9% | Added |
| XTX Topco Ltd | 37,859 | $373.7K | 0.00% | +37,859 | New |
| RSM US Wealth Management LLC | 38,160 | $376.6K | 0.00% | +794+2.1% | Added |
| Janney Montgomery Scott LLC | 40,712 | $402.0K | 0.00% | −2,215−5.2% | Reduced |
| Citadel Advisors LLC | 42,217 | $416.7K | 0.00% | +42,217 | New |
| Melfa Wealth Management, LLC | 42,828 | $422.7K | 0.23% | +24+0.1% | Added |
| Live Oak Private Wealth LLC | 43,000 | $424.4K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 47,174 | $465.6K | 0.00% | +10,453+28.5% | Added |
| Burford Brothers, Inc. | 48,690 | $480.6K | 0.18% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 51,706 | $510.3K | 0.00% | +744+1.5% | Added |
| Concurrent Investment Advisors, LLC | 53,559 | $528.6K | 0.00% | +15,318+40.1% | Added |
| Petra Financial Advisors Inc | 58,046 | $572.9K | 0.27% | +131+0.2% | Added |
| Invesco Ltd. | 60,091 | $593.1K | 0.00% | −3,475−5.5% | Reduced |
| Ameriprise Financial Inc | 62,987 | $616.7K | 0.00% | −293,187−82.3% | Reduced |
| The PNC Financial Services Group, Inc. | 62,920 | $621.0K | 0.00% | −40.0% | Reduced |
| Bank of America Corp | 65,322 | $644.7K | 0.00% | +23,048+54.5% | Added |
| Steward Partners Investment Advisory, LLC | 69,010 | $681.1K | 0.00% | +1,000+1.5% | Added |
| Summit Trail Advisors, LLC | 69,850 | $689.4K | 0.01% | −2,955−4.1% | Reduced |
| Jane Street Group, LLC | 75,976 | $749.9K | 0.00% | +50,142+194.1% | Added |
| Robinson Capital Management, LLC | 76,465 | $754.7K | 0.33% | −682,306−89.9% | Reduced |
| Worthington Financial Partners, LLC | 86,266 | $851.5K | 0.70% | −52−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 89,607 | $884.4K | 0.00% | −2,300−2.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 95,961 | $947.1K | 0.14% | −12,683−11.7% | Reduced |
| Planning Alternatives Ltd | 103,000 | $1.02M | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 137,771 | $1.36M | 0.00% | +10,896+8.6% | Added |
| Garner Asset Management Corp | 138,563 | $1.37M | 0.44% | +2,642+1.9% | Added |
| JFS Wealth Advisors, LLC | 146,154 | $1.44M | 0.07% | +185+0.1% | Added |
| Fiera Capital Corp | 160,932 | $1.59M | 0.01% | −6,240−3.7% | Reduced |
| Stifel Financial Corp | 171,832 | $1.70M | 0.00% | +6,078+3.7% | Added |
| Royal Bank of Canada | 185,817 | $1.83M | 0.00% | +16,250+9.6% | Added |
| Advisor Group Holdings, Inc. | 190,532 | $1.88M | 0.00% | +109,413+134.9% | Added |
| Wakefield Asset Management LLLP | 231,479 | $2.28M | 0.51% | +24,135+11.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 344,102 | $3.40M | 0.01% | +28,823+9.1% | Added |
| Garden State Investment Advisory Services LLC | 345,925 | $3.41M | 0.67% | +18,900+5.8% | Added |
| Van Eck Associates Corp | 451,018 | $4.45M | 0.00% | +6,915+1.6% | Added |
| Kestra Advisory Services, LLC | 552,198 | $5.45M | 0.02% | +28,385+5.4% | Added |