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 3 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2022/9/30 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
- 106
- 較 2022 年第 2 季 −1 家
- 持有股數
- 1,545 萬
- 較 2022 年第 2 季 +21.2 萬 (+1.4%)
- 總市值
- $1.41 億
- 較 2022 年第 2 季 −$1,669 萬 (−10.6%)
- 新進機構
- 10
- 另有 33 家加碼
- 清倉機構
- 11
- 另有 24 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,062,819 | $3,701 萬 | 5.25% | −218,711−5.1% | 減碼 |
| UBS Group AG | 1,885,170 | $1,717 萬 | 0.01% | +101,391+5.7% | 加碼 |
| Guggenheim Capital LLC | 1,778,260 | $1,620 萬 | 0.15% | −43,300−2.4% | 減碼 |
| Sit Investment Associates Inc | 1,047,726 | $954.5 萬 | 0.29% | +336,772+47.4% | 加碼 |
| Morgan Stanley | 542,367 | $494.2 萬 | 0.00% | −132,691−19.7% | 減碼 |
| Rivernorth Capital Management, LLC | 518,689 | $472.5 萬 | 0.21% | −122,477−19.1% | 減碼 |
| Fiera Capital Corp | 436,834 | $395.9 萬 | 0.01% | −2,314−0.5% | 減碼 |
| Raymond James & Associates | 394,138 | $359.1 萬 | 0.00% | +22,161+6.0% | 加碼 |
| Van Eck Associates Corp | 341,291 | $310.9 萬 | 0.01% | +34,474+11.2% | 加碼 |
| Wells Fargo & Company | 276,992 | $252.3 萬 | 0.00% | +22,938+9.0% | 加碼 |
| JFS Wealth Advisors, LLC | 253,621 | $231.0 萬 | 0.25% | +244,375+2,643.0% | 加碼 |
| BlackRock Inc. | 246,166 | $224.3 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 214,451 | $195.4 萬 | 0.00% | +36,453+20.5% | 加碼 |
| Advisors Asset Management, Inc. | 206,477 | $188.1 萬 | 0.04% | −5,499−2.6% | 減碼 |
| Robinson Capital Management, LLC | 184,028 | $168.4 萬 | 1.34% | +1,600+0.9% | 加碼 |
| Garner Asset Management Corp | 183,155 | $166.9 萬 | 0.89% | +26,710+17.1% | 加碼 |
| Invesco Ltd. | 157,889 | $143.8 萬 | 0.00% | −10,661−6.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 155,517 | $141.7 萬 | 0.00% | −441−0.3% | 減碼 |
| Raymond James Trust N.A. | 149,347 | $136.0 萬 | 0.05% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 133,975 | $122.1 萬 | 0.37% | −310.0% | 減碼 |
| Bank of America Corp | 133,242 | $121.4 萬 | 0.00% | −66,978−33.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 129,754 | $118.2 萬 | 0.01% | +10,447+8.8% | 加碼 |
| Cetera Advisor Networks LLC | 128,446 | $117.0 萬 | 0.01% | +35,212+37.8% | 加碼 |
| Royal Bank of Canada | 113,334 | $103.2 萬 | 0.00% | +25,775+29.4% | 加碼 |
| CNH Partners LLC | 110,217 | $100.4 萬 | 0.02% | +21,648+24.4% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 96,275 | $84.8 萬 | 0.24% | −54,550−36.2% | 減碼 |
| Hightower 6M Holding, LLC | 84,089 | $76.6 萬 | 0.07% | +84,089 | 新進 |
| Wolverine Asset Management LLC | 72,745 | $66.2 萬 | 0.01% | +20,290+38.7% | 加碼 |
| LPL Financial LLC | 70,448 | $64.2 萬 | 0.00% | −18,616−20.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 66,907 | $60.9 萬 | 0.00% | +5,085+8.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 61,368 | $55.9 萬 | 0.04% | −2,307−3.6% | 減碼 |
| Stifel Financial Corp | 60,347 | $55.0 萬 | 0.00% | −18,364−23.3% | 減碼 |
| Commonwealth Equity Services, LLC | 60,404 | $55.0 萬 | 0.00% | +25,298+72.1% | 加碼 |
| Capital Wealth Alliance, LLC | 58,254 | $52.9 萬 | 0.44% | −1,337−2.2% | 減碼 |
| Financial Advocates Investment Management | 52,731 | $48.0 萬 | 0.04% | −407−0.8% | 減碼 |
| Janney Montgomery Scott LLC | 52,355 | $47.7 萬 | 0.00% | +4,541+9.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 51,570 | $47.0 萬 | 0.01% | +4,606+9.8% | 加碼 |
| Goldman Sachs Group Inc | 50,962 | $46.4 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 49,246 | $44.9 萬 | 0.00% | −6,650−11.9% | 減碼 |
| Brown Advisory Inc | 47,970 | $43.7 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 39,148 | $39.7 萬 | 0.00% | +9,953+34.1% | 加碼 |
| Mariner Investment Group LLC | 40,611 | $37.0 萬 | 0.42% | +5,000+14.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 38,049 | $34.7 萬 | 0.05% | +4,630+13.9% | 加碼 |
| APCM Wealth Management for Individuals | 28,550 | $26.0 萬 | 0.05% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 23,572 | $21.5 萬 | 0.00% | +2,282+10.7% | 加碼 |
| Americana Partners, LLC | 22,200 | $20.2 萬 | 0.04% | −2,000−8.3% | 減碼 |
| Riverbridge Partners LLC | 22,227 | $20.2 萬 | 0.00% | +560+2.6% | 加碼 |
| National Asset Management, Inc. | 20,249 | $18.5 萬 | 0.01% | +20,249 | 新進 |
| LexAurum Advisors, LLC | 20,170 | $18.4 萬 | 0.07% | 00.0% | 不變 |
| Advisory Services Network, LLC | 20,000 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| XML Financial, LLC | 19,736 | $18.0 萬 | 0.02% | +19,736 | 新進 |
| Hollencrest Capital Management | 18,240 | $16.6 萬 | 0.02% | 00.0% | 不變 |
| GWM Advisors LLC | 17,852 | $16.3 萬 | 0.00% | +384+2.2% | 加碼 |
| Harbour Investments, Inc. | 14,659 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 15,349 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 15,000 | $13.7 萬 | 0.01% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 15,000 | $13.7 萬 | 0.09% | 00.0% | 不變 |
| Worth Asset Management, LLC | 15,030 | $13.7 萬 | 0.10% | 00.0% | 不變 |
| Bokf, NA | 14,988 | $13.7 萬 | 0.00% | +1,988+15.3% | 加碼 |
| Cresset Asset Management, LLC | 14,970 | $13.6 萬 | 0.00% | +570+4.0% | 加碼 |
| Summit Trail Advisors, LLC | 14,944 | $13.6 萬 | 0.01% | +14,944 | 新進 |
| Great Valley Advisor Group, Inc. | 13,760 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 13,114 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Fairhaven Wealth Management, LLC | 13,206 | $12.0 萬 | 0.05% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 13,067 | $11.9 萬 | 0.12% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 12,912 | $11.8 萬 | 0.08% | 00.0% | 不變 |
| HighTower Advisors, LLC | 12,528 | $11.5 萬 | 0.00% | +12,528 | 新進 |
| Quad-Cities Investment Group, LLC | 12,393 | $11.3 萬 | 0.09% | −16,957−57.8% | 減碼 |
| Berkeley Capital Partners, LLC | 12,387 | $11.3 萬 | 0.05% | +2,000+19.3% | 加碼 |
| Cetera Investment Advisers | 12,231 | $11.1 萬 | 0.00% | −4,500−26.9% | 減碼 |
| Sigma Planning Corp | 12,186 | $11.1 萬 | 0.00% | −3,550−22.6% | 減碼 |
| Independent Financial Group, LLC | 12,000 | $10.9 萬 | 0.01% | +12,000 | 新進 |
| Shufro Rose & Co LLC | 11,000 | $10.0 萬 | 0.01% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 10,984 | $10.0 萬 | 0.05% | +10,984 | 新進 |
| Wedbush Securities Inc | 10,510 | $9.60 萬 | 0.01% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 10,592 | $9.60 萬 | 0.01% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 10,512 | $9.60 萬 | 0.00% | 00.0% | 不變 |
| TNF LLC | 10,276 | $9.40 萬 | 0.05% | +30.0% | 加碼 |
| FinTrust Capital Advisors, LLC | 10,000 | $9.10 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 6,562 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 4,298 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,979 | $3.60 萬 | 0.00% | −1,563−28.2% | 減碼 |
| First PREMIER Bank | 3,964 | $3.60 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,552 | $3.20 萬 | 0.00% | −1,000−22.0% | 減碼 |
| Ellis Investment Partners, LLC | 3,098 | $2.80 萬 | 0.01% | +42+1.4% | 加碼 |
| Rockefeller Capital Management L.P. | 3,010 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,508 | $2.30 萬 | 0.00% | +34+1.4% | 加碼 |
| Wagner Wealth Management, LLC | 2,541 | $2.30 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 1,948 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 1,765 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 1,755 | $1.60 萬 | 0.00% | +1,755 | 新進 |
| US Bancorp | 1,544 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,531 | $1.40 萬 | 0.00% | +1,531 | 新進 |
| Mascoma Wealth Management LLC | 1,411 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,264 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 628 | $6,000 | 0.00% | +9+1.5% | 加碼 |
| Roble, Belko & Company, Inc | 492 | $4,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 445 | $4,000 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 340 | $3,097 | 0.00% | 00.0% | 不變 |