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 4 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2021/12/31 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
- 88
- 較 2021 年第 3 季 −2 家
- 持有股數
- 1,364 萬
- 較 2021 年第 3 季 +6.17 萬 (+0.5%)
- 總市值
- $1.88 億
- 較 2021 年第 3 季 +$207.8 萬 (+1.1%)
- 新進機構
- 8
- 另有 26 家加碼
- 清倉機構
- 10
- 另有 22 家減碼
另有 2 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,046,409 | $5,588 萬 | 5.47% | +115,114+2.9% | 加碼 |
| Guggenheim Capital LLC | 1,813,617 | $2,505 萬 | 0.13% | +13,128+0.7% | 加碼 |
| UBS Group AG | 1,395,286 | $1,927 萬 | 0.01% | −292,824−17.3% | 減碼 |
| Sit Investment Associates Inc | 704,681 | $973.2 萬 | 0.23% | −27,910−3.8% | 減碼 |
| Ameriprise Financial Inc | 634,826 | $874.2 萬 | 0.00% | +40,544+6.8% | 加碼 |
| Bank of America Corp | 419,120 | $578.8 萬 | 0.00% | −3,102−0.7% | 減碼 |
| Stifel Financial Corp | 369,873 | $510.8 萬 | 0.01% | −2,222−0.6% | 減碼 |
| Raymond James & Associates | 347,631 | $480.1 萬 | 0.00% | +1,368+0.4% | 加碼 |
| Advisors Asset Management, Inc. | 330,639 | $456.6 萬 | 0.07% | +23,982+7.8% | 加碼 |
| Morgan Stanley | 288,649 | $398.6 萬 | 0.00% | +39,397+15.8% | 加碼 |
| JFS Wealth Advisors, LLC | 278,402 | $384.5 萬 | 0.36% | +1,446+0.5% | 加碼 |
| Van Eck Associates Corp | 276,555 | $381.9 萬 | 0.01% | −37,741−12.0% | 減碼 |
| Wells Fargo & Company | 225,978 | $312.0 萬 | 0.00% | −21,517−8.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 177,813 | $245.6 萬 | 0.00% | +20,765+13.2% | 加碼 |
| Raymond James Trust N.A. | 142,900 | $197.4 萬 | 0.06% | +23,541+19.7% | 加碼 |
| Advisor Group Holdings, Inc. | 138,841 | $191.7 萬 | 0.00% | −3,714−2.6% | 減碼 |
| Fiera Capital Corp | 136,085 | $187.9 萬 | 0.00% | +93,790+221.8% | 加碼 |
| TCG Advisory Services, LLC | 133,006 | $183.7 萬 | 0.43% | +5,352+4.2% | 加碼 |
| Invesco Ltd. | 128,155 | $177.0 萬 | 0.00% | +64,058+99.9% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 121,325 | $168.3 萬 | 0.33% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 115,914 | $160.1 萬 | 0.01% | −1,348−1.1% | 減碼 |
| Fca Corp | 83,040 | $114.7 萬 | 0.39% | −8,649−9.4% | 減碼 |
| Cetera Advisor Networks LLC | 82,807 | $114.4 萬 | 0.01% | +7,108+9.4% | 加碼 |
| Financial Advocates Investment Management | 77,081 | $106.4 萬 | 0.08% | −9,221−10.7% | 減碼 |
| Royal Bank of Canada | 73,989 | $102.2 萬 | 0.00% | −2,120−2.8% | 減碼 |
| LPL Financial LLC | 68,311 | $94.3 萬 | 0.00% | +987+1.5% | 加碼 |
| Janney Montgomery Scott LLC | 66,165 | $91.4 萬 | 0.00% | +4,370+7.1% | 加碼 |
| Commonwealth Equity Services, LLC | 63,896 | $88.2 萬 | 0.00% | +35,836+127.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 61,822 | $85.4 萬 | 0.00% | 00.0% | 不變 |
| Garner Asset Management Corp | 60,333 | $83.3 萬 | 0.35% | −775−1.3% | 減碼 |
| Capital Wealth Alliance, LLC | 56,502 | $78.0 萬 | 0.45% | +280+0.5% | 加碼 |
| Quad-Cities Investment Group, LLC | 49,369 | $68.2 萬 | 0.43% | +458+0.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 37,690 | $52.1 萬 | 0.01% | +1,639+4.5% | 加碼 |
| Lindbrook Capital, LLC | 35,000 | $48.3 萬 | 0.07% | +35,000 | 新進 |
| B. Riley Wealth Management, Inc. | 34,448 | $47.6 萬 | 0.03% | 00.0% | 不變 |
| Americana Partners, LLC | 31,700 | $43.7 萬 | 0.08% | −900−2.8% | 減碼 |
| APCM Wealth Management for Individuals | 28,550 | $39.4 萬 | 0.07% | −12,000−29.6% | 減碼 |
| XML Financial, LLC | 23,206 | $32.0 萬 | 0.04% | 00.0% | 不變 |
| PFG Advisors | 22,046 | $30.4 萬 | 0.03% | 00.0% | 不變 |
| Stordahl Capital Management, Inc. | 20,708 | $28.6 萬 | 0.11% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 20,170 | $27.9 萬 | 0.09% | 00.0% | 不變 |
| Cetera Investment Advisers | 19,323 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Charter Trust Co | 18,420 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 18,331 | $25.3 萬 | 0.00% | −275−1.5% | 減碼 |
| Hollencrest Capital Management | 18,240 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| City of London Investment Management Co Ltd | 16,805 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 16,405 | $22.7 萬 | 0.00% | +16,405 | 新進 |
| Envestnet Asset Management Inc | 16,286 | $22.5 萬 | 0.00% | +15+0.1% | 加碼 |
| Meristem Family Wealth, LLC | 16,200 | $22.4 萬 | 0.02% | 00.0% | 不變 |
| Millennium Management LLC | 16,226 | $22.4 萬 | 0.00% | +16,226 | 新進 |
| Sigma Planning Corp | 15,394 | $21.3 萬 | 0.01% | +449+3.0% | 加碼 |
| Capital Investment Advisors, LLC | 15,349 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 15,178 | $21.0 萬 | 0.02% | −2,116−12.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 14,630 | $20.2 萬 | 0.00% | −3,557−19.6% | 減碼 |
| Baird Financial Group, Inc. | 13,164 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 13,067 | $18.0 萬 | 0.08% | 00.0% | 不變 |
| Bokf, NA | 13,000 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 12,912 | $17.8 萬 | 0.10% | +12,912 | 新進 |
| Wedbush Securities Inc | 10,870 | $15.0 萬 | 0.01% | −484−4.3% | 減碼 |
| Shufro Rose & Co LLC | 10,000 | $13.8 萬 | 0.01% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 10,000 | $13.8 萬 | 0.03% | 00.0% | 不變 |
| TNF LLC | 10,266 | $13.7 萬 | 0.06% | −142−1.4% | 減碼 |
| Fortitude Advisory Group L.L.C. | 8,406 | $11.6 萬 | 0.06% | +8,406 | 新進 |
| Centaurus Financial, Inc. | 8,085 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 5,803 | $8.00 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 5,000 | $6.91 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 5,000 | $6.90 萬 | 0.00% | −3,484−41.1% | 減碼 |
| MV Capital Management, Inc. | 4,520 | $6.20 萬 | 0.01% | 00.0% | 不變 |
| Eaton Vance Management | 3,680 | $5.10 萬 | 0.00% | +3,600+4,500.0% | 加碼 |
| Rockefeller Capital Management L.P. | 3,010 | $4.10 萬 | 0.00% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 2,974 | $4.10 萬 | 0.01% | +35+1.2% | 加碼 |
| 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 |
| Koshinski Asset Management, Inc. | 2,485 | $3.43 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,408 | $3.30 萬 | 0.00% | +28+1.2% | 加碼 |
| FourThought Financial, LLC | 1,765 | $2.40 萬 | 0.00% | −500−22.1% | 減碼 |
| Spire Wealth Management | 1,264 | $1.70 萬 | 0.00% | −1,100−46.5% | 減碼 |
| TSFG, LLC | 1,136 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 841 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| First Bank & Trust | 726 | $1.00 萬 | 0.00% | +2+0.3% | 加碼 |
| Prestige Wealth Management Group LLC | 445 | $6,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 335 | $5,000 | 0.00% | +335 | 新進 |
| Caldwell Trust Co | 340 | $4,695 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 263 | $4,000 | 0.00% | +263 | 新進 |
| 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 |
| Northern Trust Corp | 20,595 | $2,000 | 0.00% | +30.0% | 加碼 |
| Castleview Partners, LLC | 22,096 | – | – | +22,096 | 新進 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −58,746−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −15,389−100.0% | 清倉 |
| Riverstone Advisors, LLC | 0 | $0 | 0.00% | −11,775−100.0% | 清倉 |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −11,179−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −4,700−100.0% | 清倉 |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −3,615−100.0% | 清倉 |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −2,685−100.0% | 清倉 |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −1,524−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,107−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −791−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |