Invesco Municipal Opportunity Trust
VMO- 交易所
- NYSE
- SEC CIK
- 0000884152
近 90 天，Invesco Municipal Opportunity Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 110 家機構在 13F 申報持有，市值合計 $1.69 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 110
- 較 2026 年第 1 季 +5 家
- 持有股數
- 1,715 萬
- 較 2026 年第 1 季 −67.9 萬 (−3.8%)
- 總市值
- $1.69 億
- 較 2026 年第 1 季 −$37.8 萬 (−0.2%)
- 新進機構
- 15
- 另有 42 家加碼
- 清倉機構
- 10
- 另有 24 家減碼
另有 1 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 VMO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 110 | $1.69 億 |
| 2026 年第 1 季 | 106 | $1.70 億 |
| 2025 年第 4 季 | 112 | $1.85 億 |
| 2025 年第 3 季 | 102 | $1.82 億 |
| 2025 年第 2 季 | 106 | $1.82 億 |
| 2025 年第 1 季 | 109 | $1.95 億 |
| 2024 年第 4 季 | 117 | $2.17 億 |
| 2024 年第 3 季 | 119 | $2.37 億 |
| 2024 年第 2 季 | 115 | $2.50 億 |
| 2024 年第 1 季 | 115 | $2.45 億 |
| 2023 年第 4 季 | 116 | $2.30 億 |
| 2023 年第 3 季 | 111 | $1.72 億 |
| 2023 年第 2 季 | 109 | $1.88 億 |
| 2023 年第 1 季 | 105 | $1.86 億 |
| 2022 年第 4 季 | 109 | $1.83 億 |
| 2022 年第 3 季 | 106 | $1.41 億 |
| 2022 年第 2 季 | 108 | $1.58 億 |
| 2022 年第 1 季 | 107 | $1.46 億 |
| 2021 年第 4 季 | 88 | $1.89 億 |
| 2021 年第 3 季 | 92 | $1.86 億 |
| 2021 年第 2 季 | 89 | $1.89 億 |
| 2021 年第 1 季 | 92 | $1.79 億 |
2026 年第 2 季持有機構
每家機構持有 Invesco Municipal Opportunity Trust 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,711,573 | $1,689 萬 | 0.00% | +185,915+12.2% | 加碼 |
| Rivernorth Capital Management, LLC | 1,703,324 | $1,681 萬 | 0.80% | −1,028,952−37.7% | 減碼 |
| LPL Financial LLC | 1,506,124 | $1,487 萬 | 0.00% | −27,293−1.8% | 減碼 |
| Guggenheim Capital LLC | 1,380,117 | $1,362 萬 | 0.09% | −121,208−8.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 1,277,578 | $1,261 萬 | 0.36% | +604,561+89.8% | 加碼 |
| UBS Group AG | 999,416 | $986.4 萬 | 0.00% | −64,554−6.1% | 減碼 |
| Advisors Asset Management, Inc. | 869,326 | $858.0 萬 | 0.13% | +128,923+17.4% | 加碼 |
| Raymond James Financial Inc | 799,317 | $788.9 萬 | 0.00% | +10,423+1.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 688,204 | $679.2 萬 | 0.01% | +372,925+118.3% | 加碼 |
| Sit Investment Associates Inc | 623,992 | $615.9 萬 | 0.12% | 00.0% | 不變 |
| Wells Fargo & Company | 613,958 | $606.0 萬 | 0.00% | +9,590+1.6% | 加碼 |
| Kestra Advisory Services, LLC | 552,198 | $545.0 萬 | 0.02% | +28,385+5.4% | 加碼 |
| Van Eck Associates Corp | 451,018 | $445.2 萬 | 0.00% | +6,915+1.6% | 加碼 |
| Garden State Investment Advisory Services LLC | 345,925 | $341.4 萬 | 0.67% | +18,900+5.8% | 加碼 |
| Wakefield Asset Management LLLP | 231,479 | $228.5 萬 | 0.51% | +24,135+11.6% | 加碼 |
| Advisor Group Holdings, Inc. | 190,532 | $188.1 萬 | 0.00% | +109,413+134.9% | 加碼 |
| Royal Bank of Canada | 185,817 | $183.4 萬 | 0.00% | +16,250+9.6% | 加碼 |
| Stifel Financial Corp | 171,832 | $169.6 萬 | 0.00% | +6,078+3.7% | 加碼 |
| Fiera Capital Corp | 160,932 | $158.8 萬 | 0.01% | −6,240−3.7% | 減碼 |
| JFS Wealth Advisors, LLC | 146,154 | $144.3 萬 | 0.07% | +185+0.1% | 加碼 |
| Garner Asset Management Corp | 138,563 | $136.8 萬 | 0.44% | +2,642+1.9% | 加碼 |
| GWM Advisors LLC | 137,771 | $136.0 萬 | 0.00% | +10,896+8.6% | 加碼 |
| Planning Alternatives Ltd | 103,000 | $101.7 萬 | 0.11% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 95,961 | $94.7 萬 | 0.14% | −12,683−11.7% | 減碼 |
| Commonwealth Equity Services, LLC | 89,607 | $88.4 萬 | 0.00% | −2,300−2.5% | 減碼 |
| Worthington Financial Partners, LLC | 86,266 | $85.1 萬 | 0.70% | −52−0.1% | 減碼 |
| Robinson Capital Management, LLC | 76,465 | $75.5 萬 | 0.33% | −682,306−89.9% | 減碼 |
| Jane Street Group, LLC | 75,976 | $75.0 萬 | 0.00% | +50,142+194.1% | 加碼 |
| Summit Trail Advisors, LLC | 69,850 | $68.9 萬 | 0.01% | −2,955−4.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 69,010 | $68.1 萬 | 0.00% | +1,000+1.5% | 加碼 |
| Bank of America Corp | 65,322 | $64.5 萬 | 0.00% | +23,048+54.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 62,920 | $62.1 萬 | 0.00% | −40.0% | 減碼 |
| Ameriprise Financial Inc | 62,987 | $61.7 萬 | 0.00% | −293,187−82.3% | 減碼 |
| Invesco Ltd. | 60,091 | $59.3 萬 | 0.00% | −3,475−5.5% | 減碼 |
| Petra Financial Advisors Inc | 58,046 | $57.3 萬 | 0.27% | +131+0.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 53,559 | $52.9 萬 | 0.00% | +15,318+40.1% | 加碼 |
| Goldman Sachs Group Inc | 51,706 | $51.0 萬 | 0.00% | +744+1.5% | 加碼 |
| Burford Brothers, Inc. | 48,690 | $48.1 萬 | 0.18% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 47,174 | $46.6 萬 | 0.00% | +10,453+28.5% | 加碼 |
| Live Oak Private Wealth LLC | 43,000 | $42.4 萬 | 0.05% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 42,828 | $42.3 萬 | 0.23% | +24+0.1% | 加碼 |
| Citadel Advisors LLC | 42,217 | $41.7 萬 | 0.00% | +42,217 | 新進 |
| Janney Montgomery Scott LLC | 40,712 | $40.2 萬 | 0.00% | −2,215−5.2% | 減碼 |
| RSM US Wealth Management LLC | 38,160 | $37.7 萬 | 0.00% | +794+2.1% | 加碼 |
| XTX Topco Ltd | 37,859 | $37.4 萬 | 0.00% | +37,859 | 新進 |
| AlphaCore Capital LLC | 35,014 | $34.6 萬 | 0.01% | +662+1.9% | 加碼 |
| Nuveen, LLC | 32,559 | $32.1 萬 | 0.00% | 00.0% | 不變 |
| Pursuit Wealth Strategies, LLC | 32,081 | $31.7 萬 | 0.41% | −9,410−22.7% | 減碼 |
| TCG Advisory Services, LLC | 29,859 | $29.5 萬 | 0.01% | −1,819−5.7% | 減碼 |
| Insight Wealth Strategies, LLC | 28,558 | $28.3 萬 | 0.03% | +542+1.9% | 加碼 |
| APCM Wealth Management for Individuals | 28,550 | $28.2 萬 | 0.03% | 00.0% | 不變 |
| Harbour Investments, Inc. | 28,352 | $28.0 萬 | 0.00% | +358+1.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 27,700 | $27.3 萬 | 0.01% | +6,000+27.6% | 加碼 |
| Gridiron Partners, LLC | 27,298 | $26.9 萬 | 0.14% | −51,307−65.3% | 減碼 |
| Brown Advisory Inc | 26,761 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 26,436 | $26.1 萬 | 0.00% | +9,449+55.6% | 加碼 |
| Rothschild Investment LLC | 26,348 | $26.0 萬 | 0.01% | +25,000+1,854.6% | 加碼 |
| Clark Asset Management, LLC | 26,059 | $25.7 萬 | 0.02% | +26,059 | 新進 |
| Baird Financial Group, Inc. | 24,737 | $24.4 萬 | 0.00% | +24,737 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 21,313 | $21.0 萬 | 0.00% | +194+0.9% | 加碼 |
| Shufro Rose & Co LLC | 20,500 | $20.2 萬 | 0.01% | −5,000−19.6% | 減碼 |
| Rockefeller Capital Management L.P. | 19,870 | $19.6 萬 | 0.00% | −10,026−33.5% | 減碼 |
| Charter Trust Co | 19,795 | $19.5 萬 | 0.01% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 18,567 | $18.3 萬 | 0.06% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 17,664 | $17.4 萬 | 0.00% | +64+0.4% | 加碼 |
| Colony Group, LLC | 16,363 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 15,411 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 15,000 | $14.8 萬 | 0.04% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 14,925 | $14.7 萬 | 0.00% | +14,925 | 新進 |
| Virtu Financial LLC | 14,845 | $14.7 萬 | 0.00% | −1,138−7.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,661 | $14.5 萬 | 0.00% | +4,533+44.8% | 加碼 |
| Cresset Asset Management, LLC | 14,400 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 14,078 | $13.9 萬 | 0.00% | +14,078 | 新進 |
| Susquehanna International Group, LLP | 13,671 | $13.5 萬 | 0.00% | +13,671 | 新進 |
| Capital Investment Advisors, LLC | 13,500 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Worth Asset Management, LLC | 12,885 | $12.7 萬 | 0.04% | +12,885 | 新進 |
| Formidable Asset Management, LLC | 13,250 | $12.6 萬 | 0.02% | +13,250 | 新進 |
| River Street Advisors LLC | 12,547 | $12.4 萬 | 0.04% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 12,387 | $12.2 萬 | 0.03% | 00.0% | 不變 |
| Benjamin Edwards Inc | 11,191 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 11,000 | $10.9 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 10,918 | $10.8 萬 | 0.00% | +10,890+38,892.9% | 加碼 |
| Mariner, LLC | 10,419 | $10.3 萬 | 0.00% | +211+2.1% | 加碼 |
| Encompass More Asset Management | 10,410 | $10.3 萬 | 0.02% | −2,220−17.6% | 減碼 |
| Gill Capital Partners, LLC | 10,189 | $10.1 萬 | 0.03% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 9,891 | $9.76 萬 | 0.02% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 9,433 | $9.31 萬 | 0.00% | +9,433 | 新進 |
| Northwestern Mutual Wealth Management Co | 7,148 | $7.05 萬 | 0.00% | −213−2.9% | 減碼 |
| Penserra Capital Management LLC | 4,470 | $4.40 萬 | 0.00% | +2,980+200.0% | 加碼 |
| Clear Street Group Inc. | 4,325 | $4.27 萬 | 0.00% | +4,325 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 3,855 | $3.80 萬 | 0.00% | +372+10.7% | 加碼 |
| Chung Wu Investment Group, LLC | 3,000 | $2.96 萬 | 0.02% | +3,000 | 新進 |
| Ancora Advisors, LLC | 2,979 | $2.94 萬 | 0.00% | −309−9.4% | 減碼 |
| International Assets Investment Management, LLC | 2,592 | $2.57 萬 | 0.00% | +41+1.6% | 加碼 |
| Vision Retirement, LLC | 2,567 | $2.53 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,700 | $1.68 萬 | 0.00% | +1,700 | 新進 |
| Highline Wealth Partners LLC | 1,500 | $1.48 萬 | 0.00% | +1,000+200.0% | 加碼 |
| Mascoma Wealth Management LLC | 1,411 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 1,151 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.10 萬 | 0.00% | 00.0% | 不變 |