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 $1.66 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2021/6/30 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
- 89
- 較 2021 年第 1 季 −1 家
- 持有股數
- 1,389 萬
- 較 2021 年第 1 季 +32.0 萬 (+2.4%)
- 總市值
- $1.89 億
- 較 2021 年第 1 季 +$1,013 萬 (+5.7%)
- 新進機構
- 8
- 另有 23 家加碼
- 清倉機構
- 9
- 另有 23 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 | $1.66 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 | $1.81 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 | $2.32 億 |
| 2024 年第 2 季 | 115 | $2.48 億 |
| 2024 年第 1 季 | 115 | $2.39 億 |
| 2023 年第 4 季 | 116 | $2.26 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 | $1.88 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,044,048 | $5,500 萬 | 4.21% | +278,884+7.4% | 加碼 |
| Guggenheim Capital LLC | 1,762,860 | $2,397 萬 | 0.14% | +78,328+4.6% | 加碼 |
| UBS Group AG | 1,635,068 | $2,224 萬 | 0.01% | +314,572+23.8% | 加碼 |
| Sit Investment Associates Inc | 732,591 | $996.3 萬 | 0.25% | 00.0% | 不變 |
| Ameriprise Financial Inc | 586,765 | $798.0 萬 | 0.00% | −4,355−0.7% | 減碼 |
| Bank of America Corp | 449,804 | $611.7 萬 | 0.00% | +81,655+22.2% | 加碼 |
| Stifel Financial Corp | 374,674 | $509.6 萬 | 0.01% | −3,325−0.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 374,529 | $509.4 萬 | 0.27% | −98,378−20.8% | 減碼 |
| Raymond James & Associates | 347,098 | $472.0 萬 | 0.00% | −14,576−4.0% | 減碼 |
| Van Eck Associates Corp | 315,885 | $429.6 萬 | 0.01% | +27,262+9.4% | 加碼 |
| JFS Wealth Advisors, LLC | 275,536 | $374.7 萬 | 0.56% | +1,808+0.7% | 加碼 |
| Wells Fargo & Company | 249,288 | $339.0 萬 | 0.00% | −23,469−8.6% | 減碼 |
| Advisors Asset Management, Inc. | 248,585 | $338.1 萬 | 0.05% | +48,395+24.2% | 加碼 |
| Morgan Stanley | 246,478 | $335.2 萬 | 0.00% | +19,498+8.6% | 加碼 |
| Fiera Capital Corp | 170,790 | $232.3 萬 | 0.01% | −23,671−12.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 154,404 | $210.0 萬 | 0.00% | −27,094−14.9% | 減碼 |
| Advisor Group Holdings, Inc. | 138,357 | $188.3 萬 | 0.00% | −22,012−13.7% | 減碼 |
| TCG Advisory Services, LLC | 124,634 | $169.5 萬 | 0.46% | −3,024−2.4% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 121,325 | $165.0 萬 | 0.37% | +17,150+16.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 115,706 | $157.4 萬 | 0.01% | +73,156+171.9% | 加碼 |
| Raymond James Trust N.A. | 114,835 | $156.2 萬 | 0.05% | +1,000+0.9% | 加碼 |
| Fca Corp | 92,299 | $125.5 萬 | 0.36% | −472−0.5% | 減碼 |
| APCM Wealth Management for Individuals | 88,550 | $120.4 萬 | 0.23% | −143,551−61.8% | 減碼 |
| Royal Bank of Canada | 72,142 | $98.1 萬 | 0.00% | −9,358−11.5% | 減碼 |
| Cetera Advisor Networks LLC | 71,474 | $97.2 萬 | 0.01% | +71,474 | 新進 |
| Garner Asset Management Corp | 62,583 | $85.1 萬 | 0.41% | +250.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 61,822 | $84.1 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 59,037 | $80.3 萬 | 0.00% | +1,014+1.7% | 加碼 |
| Goldman Sachs Group Inc | 58,746 | $79.9 萬 | 0.00% | 00.0% | 不變 |
| Capital Wealth Alliance, LLC | 56,674 | $76.2 萬 | 0.49% | +2,261+4.2% | 加碼 |
| LPL Financial LLC | 53,909 | $73.3 萬 | 0.00% | −3,566−6.2% | 減碼 |
| Quad-Cities Investment Group, LLC | 48,498 | $66.0 萬 | 0.45% | −1,817−3.6% | 減碼 |
| City of London Investment Management Co Ltd | 36,366 | $49.5 萬 | 0.03% | −8,634−19.2% | 減碼 |
| B. Riley Wealth Management, Inc. | 34,448 | $46.8 萬 | 0.05% | −900−2.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 34,085 | $46.4 萬 | 0.01% | −2,789−7.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 30,344 | $41.3 萬 | 0.00% | +3,553+13.3% | 加碼 |
| Commonwealth Equity Services, LLC | 28,767 | $39.1 萬 | 0.00% | −121−0.4% | 減碼 |
| PFG Advisors | 22,046 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 21,998 | $29.9 萬 | 0.07% | +21,998 | 新進 |
| Wedbush Securities Inc | 21,323 | $29.0 萬 | 0.01% | −6,707−23.9% | 減碼 |
| Stordahl Capital Management, Inc. | 20,708 | $28.2 萬 | 0.11% | 00.0% | 不變 |
| Cetera Investment Advisers | 20,623 | $28.0 萬 | 0.00% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 20,170 | $27.4 萬 | 0.08% | +20,170 | 新進 |
| Mid Atlantic Financial Management Inc | 19,470 | $26.5 萬 | 0.02% | +6,770+53.3% | 加碼 |
| Charter Trust Co | 18,420 | $25.1 萬 | 0.02% | 00.0% | 不變 |
| Hollencrest Capital Management | 18,240 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 16,022 | $21.8 萬 | 0.00% | +5,842+57.4% | 加碼 |
| Ramiah Investment Group | 15,998 | $21.8 萬 | 0.16% | +274+1.7% | 加碼 |
| Capital Investment Advisors, LLC | 15,349 | $20.9 萬 | 0.01% | −1,100−6.7% | 減碼 |
| Sigma Planning Corp | 13,897 | $18.9 萬 | 0.01% | +68+0.5% | 加碼 |
| Baird Financial Group, Inc. | 13,165 | $17.9 萬 | 0.00% | +13,165 | 新進 |
| Hilltop Holdings Inc. | 13,106 | $17.8 萬 | 0.02% | −285−2.1% | 減碼 |
| Kercheville Advisors, LLC | 13,067 | $17.8 萬 | 0.08% | 00.0% | 不變 |
| Riverstone Advisors, LLC | 11,775 | $16.0 萬 | 0.08% | 00.0% | 不變 |
| Berger Financial Group, Inc | 11,179 | $15.2 萬 | 0.03% | 00.0% | 不變 |
| Advisor Resource Council | 11,022 | $15.0 萬 | 0.02% | +11,022 | 新進 |
| Shufro Rose & Co LLC | 10,000 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 10,000 | $13.6 萬 | 0.04% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 8,085 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 5,803 | $7.90 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 5,000 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 4,700 | $6.40 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 4,633 | $6.30 萬 | 0.00% | +1,286+38.4% | 加碼 |
| MV Capital Management, Inc. | 4,520 | $6.10 萬 | 0.01% | 00.0% | 不變 |
| Sonora Investment Management, LLC | 4,000 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 3,010 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 2,906 | $3.90 萬 | 0.01% | +34+1.2% | 加碼 |
| Pacitti Group Inc. | – | $3.60 萬 | 0.02% | – | – |
| US Bancorp | 2,600 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 2,541 | $3.50 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 2,364 | $3.20 萬 | 0.00% | +164+7.5% | 加碼 |
| Allworth Financial LP | 2,353 | $3.20 萬 | 0.00% | +2,353 | 新進 |
| FourThought Financial, LLC | 2,265 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 2,025 | $2.80 萬 | 0.01% | +2,025 | 新進 |
| JPMorgan Chase & Co | 1,107 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 1,000 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 841 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| First Bank & Trust | 724 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 535 | $7,000 | 0.00% | −59,931−99.1% | 減碼 |
| Prestige Wealth Management Group LLC | 445 | $6,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 357 | $5,000 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 340 | $4,624 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 263 | $4,000 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 233 | $3,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 254 | $3,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 184 | $3,000 | 0.00% | +184 | 新進 |
| Northern Trust Corp | 14,014 | $2,000 | 0.00% | +50.0% | 加碼 |
| Panagora Asset Management Inc | 59 | $1,000 | 0.00% | −78−56.9% | 減碼 |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −155,553−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −84,906−100.0% | 清倉 |
| First Foundation Advisors | 0 | $0 | 0.00% | −17,697−100.0% | 清倉 |
| Meristem Family Wealth, LLC | 0 | $0 | 0.00% | −16,200−100.0% | 清倉 |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −11,052−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,753−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −7,359−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,558−100.0% | 清倉 |
| Bokf, NA | – | – | – | – | 本季未申報 |
| Collaborative Wealth Managment Inc. | – | – | – | – | 本季未申報 |