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。
2022 年第 1 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2022/3/31 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
- 107
- 較 2021 年第 4 季 +21 家
- 持有股數
- 1,275 萬
- 較 2021 年第 4 季 −87.2 萬 (−6.4%)
- 總市值
- $1.46 億
- 較 2021 年第 4 季 −$4,179 萬 (−22.3%)
- 新進機構
- 33
- 另有 29 家加碼
- 清倉機構
- 12
- 另有 14 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 2,785,498 | $3,189 萬 | 4.42% | −1,260,911−31.2% | 減碼 |
| Guggenheim Capital LLC | 1,945,621 | $2,228 萬 | 0.13% | +132,004+7.3% | 加碼 |
| UBS Group AG | 1,218,978 | $1,396 萬 | 0.01% | −176,308−12.6% | 減碼 |
| Sit Investment Associates Inc | 669,634 | $766.7 萬 | 0.21% | −35,047−5.0% | 減碼 |
| Rivernorth Capital Management, LLC | 458,513 | $525.0 萬 | 0.20% | +458,513 | 新進 |
| Fiera Capital Corp | 416,675 | $477.1 萬 | 0.01% | +280,590+206.2% | 加碼 |
| Van Eck Associates Corp | 369,201 | $422.7 萬 | 0.01% | +92,646+33.5% | 加碼 |
| Raymond James & Associates | 358,056 | $410.0 萬 | 0.00% | +10,425+3.0% | 加碼 |
| Bank of America Corp | 330,176 | $378.1 萬 | 0.00% | −88,944−21.2% | 減碼 |
| Morgan Stanley | 280,140 | $320.8 萬 | 0.00% | −8,509−2.9% | 減碼 |
| JFS Wealth Advisors, LLC | 279,925 | $320.5 萬 | 0.30% | +1,523+0.5% | 加碼 |
| Parametric Portfolio Associates LLC | 253,513 | $290.3 萬 | 0.00% | +253,513 | 新進 |
| Wells Fargo & Company | 234,440 | $268.4 萬 | 0.00% | +8,462+3.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 177,998 | $203.8 萬 | 0.00% | +185+0.1% | 加碼 |
| Advisor Group Holdings, Inc. | 154,985 | $176.4 萬 | 0.00% | +16,144+11.6% | 加碼 |
| TCG Advisory Services, LLC | 153,876 | $176.2 萬 | 0.48% | +20,870+15.7% | 加碼 |
| Robinson Capital Management, LLC | 151,905 | $173.6 萬 | 1.19% | +151,905 | 新進 |
| Raymond James Trust N.A. | 150,130 | $171.9 萬 | 0.05% | +7,230+5.1% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 146,825 | $168.1 萬 | 0.34% | +25,500+21.0% | 加碼 |
| Invesco Ltd. | 130,219 | $149.1 萬 | 0.00% | +2,064+1.6% | 加碼 |
| Stifel Financial Corp | 110,761 | $126.9 萬 | 0.00% | −259,112−70.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 108,242 | $123.9 萬 | 0.01% | −7,672−6.6% | 減碼 |
| Hightower 6M Holding, LLC | 94,437 | $108.1 萬 | 0.08% | +94,437 | 新進 |
| Cetera Advisor Networks LLC | 92,546 | $106.0 萬 | 0.01% | +9,739+11.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 83,713 | $95.9 萬 | 0.12% | +83,713 | 新進 |
| Royal Bank of Canada | 76,432 | $87.5 萬 | 0.00% | +2,443+3.3% | 加碼 |
| Janney Montgomery Scott LLC | 76,165 | $87.2 萬 | 0.00% | +10,000+15.1% | 加碼 |
| LPL Financial LLC | 75,618 | $86.6 萬 | 0.00% | +7,307+10.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 61,822 | $70.7 萬 | 0.00% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 61,642 | $70.6 萬 | 0.04% | +61,642 | 新進 |
| Garner Asset Management Corp | 60,175 | $68.9 萬 | 0.28% | −158−0.3% | 減碼 |
| Capital Wealth Alliance, LLC | 59,810 | $67.9 萬 | 0.40% | +3,308+5.9% | 加碼 |
| Financial Advocates Investment Management | 56,143 | $64.3 萬 | 0.04% | −20,938−27.2% | 減碼 |
| CNH Partners LLC | 54,238 | $62.1 萬 | 0.02% | +54,238 | 新進 |
| Goldman Sachs Group Inc | 50,962 | $58.4 萬 | 0.00% | +50,962 | 新進 |
| Wolverine Asset Management LLC | 43,837 | $50.1 萬 | 0.01% | +43,837 | 新進 |
| Ameriprise Financial Inc | 41,597 | $46.5 萬 | 0.00% | −593,229−93.4% | 減碼 |
| Logan Stone Capital, LLC | 40,455 | $46.3 萬 | 0.33% | +40,455 | 新進 |
| Steward Partners Investment Advisory, LLC | 39,411 | $45.1 萬 | 0.01% | +1,721+4.6% | 加碼 |
| Quad-Cities Investment Group, LLC | 39,279 | $45.0 萬 | 0.29% | −10,090−20.4% | 減碼 |
| Commonwealth Equity Services, LLC | 36,473 | $41.7 萬 | 0.00% | −27,423−42.9% | 減碼 |
| B. Riley Wealth Management, Inc. | 34,448 | $39.4 萬 | 0.03% | 00.0% | 不變 |
| Bank of Montreal | 28,962 | $34.9 萬 | 0.00% | +28,962 | 新進 |
| APCM Wealth Management for Individuals | 28,550 | $32.7 萬 | 0.06% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 28,338 | $32.4 萬 | 0.00% | +12,052+74.0% | 加碼 |
| XML Financial, LLC | 23,206 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| PFG Advisors | 22,046 | $25.2 萬 | 0.03% | 00.0% | 不變 |
| Stordahl Capital Management, Inc. | 20,708 | $23.7 萬 | 0.09% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 20,265 | $23.2 萬 | 0.00% | +1,934+10.6% | 加碼 |
| LexAurum Advisors, LLC | 20,170 | $23.1 萬 | 0.08% | 00.0% | 不變 |
| Advisory Services Network, LLC | 20,000 | $22.9 萬 | 0.01% | +20,000 | 新進 |
| Cetera Investment Advisers | 19,323 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Charter Trust Co | 18,420 | $21.1 萬 | 0.02% | 00.0% | 不變 |
| Hollencrest Capital Management | 18,240 | $20.9 萬 | 0.02% | 00.0% | 不變 |
| Karpus Management, Inc. | 16,444 | $18.8 萬 | 0.01% | +16,444 | 新進 |
| Sigma Planning Corp | 15,590 | $17.9 萬 | 0.01% | +196+1.3% | 加碼 |
| Ackerman Capital Advisors, LLC | 15,565 | $17.8 萬 | 0.04% | +15,565 | 新進 |
| Capital Investment Advisors, LLC | 15,349 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 15,031 | $17.2 萬 | 0.00% | +401+2.7% | 加碼 |
| Proequities, Inc. | 15,000 | $17.2 萬 | 0.01% | +15,000 | 新進 |
| Running Point Capital Advisors, LLC | 15,000 | $17.2 萬 | 0.10% | +15,000 | 新進 |
| GWM Advisors LLC | 14,583 | $16.7 萬 | 0.00% | −1,822−11.1% | 減碼 |
| Meristem Family Wealth, LLC | 14,400 | $16.5 萬 | 0.02% | −1,800−11.1% | 減碼 |
| Worth Asset Management, LLC | 15,030 | $15.5 萬 | 0.10% | +15,030 | 新進 |
| Baird Financial Group, Inc. | 13,164 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| Fairhaven Wealth Management, LLC | 13,206 | $15.1 萬 | 0.06% | +13,206 | 新進 |
| Kercheville Advisors, LLC | 13,067 | $15.0 萬 | 0.07% | 00.0% | 不變 |
| Virtu Financial LLC | 13,060 | $15.0 萬 | 0.01% | +13,060 | 新進 |
| Bokf, NA | 13,000 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 12,905 | $14.8 萬 | 0.00% | +12,905 | 新進 |
| Secure Asset Management, LLC | 12,364 | $14.2 萬 | 0.06% | +12,364 | 新進 |
| Wedbush Securities Inc | 11,389 | $13.0 萬 | 0.01% | +519+4.8% | 加碼 |
| Shufro Rose & Co LLC | 11,000 | $12.6 萬 | 0.01% | +1,000+10.0% | 加碼 |
| Wetherby Asset Management Inc | 10,592 | $12.1 萬 | 0.01% | +10,592 | 新進 |
| Park Avenue Securities LLC | 10,500 | $12.0 萬 | 0.00% | +10,500 | 新進 |
| Modera Wealth Management, LLC | 10,512 | $12.0 萬 | 0.01% | +10,512 | 新進 |
| FinTrust Capital Advisors, LLC | 10,000 | $11.5 萬 | 0.03% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 10,000 | $11.5 萬 | 0.02% | +10,000 | 新進 |
| Laurel Wealth Planning LLC | 9,567 | $11.0 萬 | 0.07% | +9,567 | 新進 |
| TNF LLC | 10,269 | $10.7 萬 | 0.05% | +30.0% | 加碼 |
| Fortitude Advisory Group L.L.C. | 8,406 | $9.60 萬 | 0.05% | 00.0% | 不變 |
| IFP Advisors, Inc | 6,562 | $7.70 萬 | 0.00% | +6,562 | 新進 |
| Fifth Third Bancorp | 5,803 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 5,000 | $5.72 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 4,298 | $4.90 萬 | 0.00% | +4,298 | 新進 |
| First PREMIER Bank | 3,964 | $4.50 萬 | 0.01% | +3,964 | 新進 |
| Ellis Investment Partners, LLC | 3,066 | $3.50 萬 | 0.01% | +92+3.1% | 加碼 |
| Rockefeller Capital Management L.P. | 3,010 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,600 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 2,485 | $2.85 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,440 | $2.80 萬 | 0.00% | +32+1.3% | 加碼 |
| Umb Bank N A | 1,948 | $2.20 萬 | 0.00% | +1,613+481.5% | 加碼 |
| FourThought Financial, LLC | 1,765 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,483 | $1.70 萬 | 0.00% | +1,483 | 新進 |
| Spire Wealth Management | 1,264 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 1,083 | $1.20 萬 | 0.00% | +1,083 | 新進 |
| Geneos Wealth Management Inc. | 841 | $9,000 | 0.00% | 00.0% | 不變 |
| First Bank & Trust | 726 | $8,000 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 619 | $7,000 | 0.00% | +619 | 新進 |