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 2 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2022/6/30 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
- 108
- 較 2022 年第 1 季 +3 家
- 持有股數
- 1,526 萬
- 較 2022 年第 1 季 +277.7 萬 (+22.3%)
- 總市值
- $1.58 億
- 較 2022 年第 1 季 +$1,486 萬 (+10.4%)
- 新進機構
- 20
- 另有 31 家加碼
- 清倉機構
- 17
- 另有 22 家減碼
另有 2 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,281,530 | $4,423 萬 | 5.27% | +1,496,032+53.7% | 加碼 |
| Guggenheim Capital LLC | 1,821,560 | $1,882 萬 | 0.15% | −124,061−6.4% | 減碼 |
| UBS Group AG | 1,783,779 | $1,843 萬 | 0.01% | +564,801+46.3% | 加碼 |
| Sit Investment Associates Inc | 710,954 | $734.4 萬 | 0.22% | +41,320+6.2% | 加碼 |
| Morgan Stanley | 675,058 | $697.3 萬 | 0.00% | +394,918+141.0% | 加碼 |
| Rivernorth Capital Management, LLC | 641,166 | $662.3 萬 | 0.27% | +182,653+39.8% | 加碼 |
| Fiera Capital Corp | 439,148 | $453.6 萬 | 0.01% | +22,473+5.4% | 加碼 |
| Raymond James & Associates | 371,977 | $384.3 萬 | 0.00% | +13,921+3.9% | 加碼 |
| Van Eck Associates Corp | 306,817 | $316.9 萬 | 0.01% | −62,384−16.9% | 減碼 |
| Wells Fargo & Company | 254,054 | $262.5 萬 | 0.00% | +19,614+8.4% | 加碼 |
| BlackRock Inc. | 246,166 | $254.3 萬 | 0.00% | +246,166 | 新進 |
| Advisors Asset Management, Inc. | 211,976 | $219.0 萬 | 0.04% | +211,976 | 新進 |
| Bank of America Corp | 200,220 | $206.8 萬 | 0.00% | −129,956−39.4% | 減碼 |
| Robinson Capital Management, LLC | 182,428 | $188.6 萬 | 1.40% | +30,523+20.1% | 加碼 |
| Advisor Group Holdings, Inc. | 177,998 | $184.0 萬 | 0.00% | +23,013+14.8% | 加碼 |
| Invesco Ltd. | 168,550 | $174.1 萬 | 0.00% | +38,331+29.4% | 加碼 |
| Garner Asset Management Corp | 156,445 | $161.6 萬 | 0.71% | +96,270+160.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 155,958 | $161.1 萬 | 0.00% | −22,040−12.4% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 150,825 | $156.4 萬 | 0.37% | +4,000+2.7% | 加碼 |
| Raymond James Trust N.A. | 149,347 | $154.3 萬 | 0.06% | −783−0.5% | 減碼 |
| TCG Advisory Services, LLC | 134,006 | $138.4 萬 | 0.43% | −19,870−12.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 119,307 | $123.2 萬 | 0.01% | +11,065+10.2% | 加碼 |
| Karpus Management, Inc. | 114,117 | $117.9 萬 | 0.04% | +97,673+594.0% | 加碼 |
| Cetera Advisor Networks LLC | 93,234 | $96.3 萬 | 0.01% | +688+0.7% | 加碼 |
| LPL Financial LLC | 89,064 | $92.0 萬 | 0.00% | +13,446+17.8% | 加碼 |
| CNH Partners LLC | 88,569 | $91.5 萬 | 0.02% | +34,331+63.3% | 加碼 |
| Royal Bank of Canada | 87,559 | $90.4 萬 | 0.00% | +11,127+14.6% | 加碼 |
| Stifel Financial Corp | 78,711 | $81.3 萬 | 0.00% | −32,050−28.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 63,675 | $65.8 萬 | 0.04% | +2,033+3.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 61,822 | $64.0 萬 | 0.00% | 00.0% | 不變 |
| Capital Wealth Alliance, LLC | 59,591 | $61.5 萬 | 0.43% | −219−0.4% | 減碼 |
| Ameriprise Financial Inc | 55,896 | $57.7 萬 | 0.00% | +14,299+34.4% | 加碼 |
| Financial Advocates Investment Management | 53,138 | $54.8 萬 | 0.04% | −3,005−5.4% | 減碼 |
| Wolverine Asset Management LLC | 52,455 | $54.1 萬 | 0.01% | +8,618+19.7% | 加碼 |
| Goldman Sachs Group Inc | 50,962 | $52.6 萬 | 0.00% | 00.0% | 不變 |
| Brown Advisory Inc | 47,970 | $49.6 萬 | 0.00% | +47,970 | 新進 |
| Janney Montgomery Scott LLC | 47,814 | $49.1 萬 | 0.00% | −28,351−37.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 46,964 | $48.5 萬 | 0.01% | +7,553+19.2% | 加碼 |
| Mariner Investment Group LLC | 35,611 | $36.8 萬 | 0.39% | +35,611 | 新進 |
| Commonwealth Equity Services, LLC | 35,106 | $36.2 萬 | 0.00% | −1,367−3.7% | 減碼 |
| Landscape Capital Management, L.L.C. | 33,419 | $34.5 萬 | 0.05% | −50,294−60.1% | 減碼 |
| Bank of Montreal | 29,195 | $32.1 萬 | 0.00% | +233+0.8% | 加碼 |
| Quad-Cities Investment Group, LLC | 29,350 | $30.3 萬 | 0.22% | −9,929−25.3% | 減碼 |
| Americana Partners, LLC | 24,200 | $30.1 萬 | 0.05% | +24,200 | 新進 |
| APCM Wealth Management for Individuals | 28,550 | $29.5 萬 | 0.06% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 23,108 | $23.9 萬 | 0.06% | +13,108+131.1% | 加碼 |
| PFG Advisors | 22,046 | $22.8 萬 | 0.03% | 00.0% | 不變 |
| Riverbridge Partners LLC | 21,667 | $22.4 萬 | 0.00% | +21,667 | 新進 |
| Kestra Advisory Services, LLC | 21,290 | $22.0 萬 | 0.00% | +1,025+5.1% | 加碼 |
| LexAurum Advisors, LLC | 20,170 | $20.8 萬 | 0.08% | 00.0% | 不變 |
| Advisory Services Network, LLC | 20,000 | $20.7 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 19,811 | $20.5 萬 | 0.00% | +19,811 | 新進 |
| B. Riley Wealth Management, Inc. | 18,467 | $19.1 萬 | 0.02% | −15,981−46.4% | 減碼 |
| Charter Trust Co | 18,420 | $19.0 萬 | 0.02% | 00.0% | 不變 |
| Hollencrest Capital Management | 18,240 | $18.8 萬 | 0.02% | 00.0% | 不變 |
| GWM Advisors LLC | 17,468 | $18.0 萬 | 0.00% | +2,885+19.8% | 加碼 |
| Cetera Investment Advisers | 16,731 | $17.3 萬 | 0.00% | −2,592−13.4% | 減碼 |
| Sigma Planning Corp | 15,736 | $16.3 萬 | 0.01% | +146+0.9% | 加碼 |
| Capital Investment Advisors, LLC | 15,349 | $15.9 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 15,000 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 15,000 | $15.5 萬 | 0.10% | 00.0% | 不變 |
| Worth Asset Management, LLC | 15,030 | $15.5 萬 | 0.11% | 00.0% | 不變 |
| Harbour Investments, Inc. | 14,659 | $15.1 萬 | 0.01% | +14,659 | 新進 |
| Cresset Asset Management, LLC | 14,400 | $14.9 萬 | 0.00% | +14,400 | 新進 |
| Great Valley Advisor Group, Inc. | 13,760 | $14.2 萬 | 0.01% | +13,760 | 新進 |
| Baird Financial Group, Inc. | 13,114 | $13.6 萬 | 0.00% | −50−0.4% | 減碼 |
| Fairhaven Wealth Management, LLC | 13,206 | $13.6 萬 | 0.06% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 13,067 | $13.5 萬 | 0.09% | 00.0% | 不變 |
| Bokf, NA | 13,000 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 12,912 | $13.3 萬 | 0.09% | +12,912 | 新進 |
| Boothbay Fund Management, LLC | 11,096 | $11.5 萬 | 0.00% | +11,096 | 新進 |
| Shufro Rose & Co LLC | 11,000 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| Wedbush Securities Inc | 10,510 | $10.9 萬 | 0.01% | −879−7.7% | 減碼 |
| Wetherby Asset Management Inc | 10,592 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 10,512 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 10,591 | $10.9 萬 | 0.01% | +10,591 | 新進 |
| TNF LLC | 10,273 | $10.7 萬 | 0.05% | +40.0% | 加碼 |
| Berkeley Capital Partners, LLC | 10,387 | $10.7 萬 | 0.04% | +10,387 | 新進 |
| FinTrust Capital Advisors, LLC | 10,000 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| Nomura Holdings Inc | 10,000 | $10.4 萬 | 0.00% | +10,000 | 新進 |
| JFS Wealth Advisors, LLC | 9,246 | $9.60 萬 | 0.01% | −270,679−96.7% | 減碼 |
| IFP Advisors, Inc | 6,562 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,542 | $5.70 萬 | 0.00% | −9,489−63.1% | 減碼 |
| Venture Visionary Partners LLC | 5,000 | $5.17 萬 | 0.00% | +5,000 | 新進 |
| Fifth Third Bancorp | 4,552 | $4.70 萬 | 0.00% | −1,251−21.6% | 減碼 |
| Ancora Advisors, LLC | 4,298 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 3,964 | $4.10 萬 | 0.01% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 3,056 | $3.10 萬 | 0.01% | −10−0.3% | 減碼 |
| Rockefeller Capital Management L.P. | 3,010 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,474 | $2.60 萬 | 0.00% | +34+1.4% | 加碼 |
| Wagner Wealth Management, LLC | 2,541 | $2.60 萬 | 0.02% | +2,541 | 新進 |
| SeaCrest Wealth Management, LLC | 2,423 | $2.50 萬 | 0.00% | +2,423 | 新進 |
| Umb Bank N A | 1,948 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 1,765 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 1,544 | $1.60 萬 | 0.00% | −1,056−40.6% | 減碼 |
| Mascoma Wealth Management LLC | 1,411 | $1.50 萬 | 0.01% | +1,411 | 新進 |
| Spire Wealth Management | 1,264 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 841 | $8,000 | 0.00% | 00.0% | 不變 |
| First Bank & Trust | 726 | $7,000 | 0.00% | 00.0% | 不變 |