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。
2023 年第 1 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2023/3/31 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
- 105
- 較 2022 年第 4 季 −3 家
- 持有股數
- 1,900 萬
- 較 2022 年第 4 季 +53.5 萬 (+2.9%)
- 總市值
- $1.86 億
- 較 2022 年第 4 季 +$346.4 萬 (+1.9%)
- 新進機構
- 9
- 另有 32 家加碼
- 清倉機構
- 12
- 另有 29 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,654,737 | $4,566 萬 | 5.46% | +299,948+6.9% | 加碼 |
| Rivernorth Capital Management, LLC | 1,561,519 | $1,532 萬 | 0.74% | +661,720+73.5% | 加碼 |
| UBS Group AG | 1,534,130 | $1,505 萬 | 0.01% | −59,332−3.7% | 減碼 |
| Sit Investment Associates Inc | 1,424,427 | $1,397 萬 | 0.38% | +106,564+8.1% | 加碼 |
| Karpus Management, Inc. | 1,335,666 | $1,310 萬 | 0.41% | +64,596+5.1% | 加碼 |
| Guggenheim Capital LLC | 967,624 | $949.2 萬 | 0.08% | −785,623−44.8% | 減碼 |
| Fiera Capital Corp | 813,216 | $797.8 萬 | 0.02% | −38,914−4.6% | 減碼 |
| Morgan Stanley | 572,349 | $561.5 萬 | 0.00% | −53,730−8.6% | 減碼 |
| Van Eck Associates Corp | 438,137 | $429.8 萬 | 0.01% | +65,643+17.6% | 加碼 |
| Raymond James & Associates | 410,482 | $402.7 萬 | 0.00% | −17,760−4.1% | 減碼 |
| Robinson Capital Management, LLC | 358,944 | $340.3 萬 | 1.60% | +17,539+5.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 343,216 | $336.7 萬 | 0.21% | +234,112+214.6% | 加碼 |
| Advisor Group Holdings, Inc. | 274,948 | $269.7 萬 | 0.01% | +60,483+28.2% | 加碼 |
| JFS Wealth Advisors, LLC | 253,864 | $249.0 萬 | 0.23% | +1120.0% | 加碼 |
| BlackRock Inc. | 246,166 | $241.5 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 236,197 | $231.7 萬 | 0.00% | −15,344−6.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 203,495 | $199.6 萬 | 0.00% | +26,979+15.3% | 加碼 |
| Wakefield Asset Management LLLP | 193,585 | $189.9 萬 | 0.79% | +15,497+8.7% | 加碼 |
| LPL Financial LLC | 184,703 | $181.2 萬 | 0.00% | +87,629+90.3% | 加碼 |
| Logan Stone Capital, LLC | 183,403 | $179.9 萬 | 0.71% | +18,506+11.2% | 加碼 |
| CNH Partners LLC | 174,316 | $171.0 萬 | 0.05% | +21,772+14.3% | 加碼 |
| Garner Asset Management Corp | 168,546 | $165.3 萬 | 0.78% | −41,419−19.7% | 減碼 |
| Raymond James Trust N.A. | 147,947 | $145.1 萬 | 0.05% | +2,600+1.8% | 加碼 |
| Cetera Advisor Networks LLC | 125,056 | $122.7 萬 | 0.01% | −29,767−19.2% | 減碼 |
| TCG Advisory Services, LLC | 125,010 | $122.6 萬 | 0.26% | −6,303−4.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 117,058 | $114.8 萬 | 0.01% | −14,822−11.2% | 減碼 |
| Dakota Wealth Management | 116,800 | $114.6 萬 | 0.08% | +65,800+129.0% | 加碼 |
| Commonwealth Equity Services, LLC | 115,467 | $113.2 萬 | 0.00% | +5,689+5.2% | 加碼 |
| Royal Bank of Canada | 100,782 | $98.9 萬 | 0.00% | +12,758+14.5% | 加碼 |
| Advisors Asset Management, Inc. | 97,514 | $95.7 萬 | 0.02% | −3,234−3.2% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 78,575 | $77.1 萬 | 0.18% | −5,000−6.0% | 減碼 |
| Capital Wealth Alliance, LLC | 76,949 | $75.3 萬 | 0.61% | +18,338+31.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 71,174 | $69.8 萬 | 0.00% | +3,657+5.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 69,900 | $68.6 萬 | 0.00% | +69,900 | 新進 |
| Brown Advisory Inc | 65,818 | $64.6 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 56,451 | $61.1 萬 | 0.00% | −3,565−5.9% | 減碼 |
| Petra Financial Advisors Inc | 60,440 | $59.3 萬 | 0.59% | 00.0% | 不變 |
| Stifel Financial Corp | 58,347 | $57.2 萬 | 0.00% | −2,503−4.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 57,045 | $56.0 萬 | 0.01% | −5,146−8.3% | 減碼 |
| Bank of America Corp | 52,436 | $51.4 萬 | 0.00% | −9,787−15.7% | 減碼 |
| Ameriprise Financial Inc | 52,383 | $51.4 萬 | 0.00% | −1,676−3.1% | 減碼 |
| Melfa Wealth Management, LLC | 52,050 | $51.1 萬 | 0.51% | +130.0% | 加碼 |
| Janney Montgomery Scott LLC | 51,920 | $50.9 萬 | 0.00% | −662−1.3% | 減碼 |
| Financial Advocates Investment Management | 50,493 | $49.5 萬 | 0.04% | −539−1.1% | 減碼 |
| Invesco Ltd. | 43,955 | $43.1 萬 | 0.00% | −51,537−54.0% | 減碼 |
| JPMorgan Chase & Co | 34,190 | $33.5 萬 | 0.00% | +34,190 | 新進 |
| APCM Wealth Management for Individuals | 28,550 | $28.0 萬 | 0.05% | 00.0% | 不變 |
| Woodline Partners LP | 27,728 | $27.2 萬 | 0.00% | +27,728 | 新進 |
| Stephens Inc | 24,300 | $23.8 萬 | 0.00% | −10,000−29.2% | 減碼 |
| Riverbridge Partners LLC | 23,830 | $23.4 萬 | 0.00% | +664+2.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 22,807 | $22.4 萬 | 0.03% | −9,030−28.4% | 減碼 |
| Stordahl Capital Management, Inc. | 20,708 | $20.3 萬 | 0.06% | 00.0% | 不變 |
| National Asset Management, Inc. | 20,249 | $19.9 萬 | 0.01% | −194−0.9% | 減碼 |
| LexAurum Advisors, LLC | 20,170 | $19.8 萬 | 0.07% | 00.0% | 不變 |
| Planning Alternatives Ltd | 20,000 | $19.6 萬 | 0.04% | 00.0% | 不變 |
| Charter Trust Co | 19,795 | $19.4 萬 | 0.02% | 00.0% | 不變 |
| Sandbox Financial Partners, LLC | 19,062 | $18.7 萬 | 0.11% | +19,062 | 新進 |
| Wetherby Asset Management Inc | 19,053 | $18.7 萬 | 0.01% | −66−0.3% | 減碼 |
| GWM Advisors LLC | 18,033 | $17.1 萬 | 0.00% | +98+0.5% | 加碼 |
| Rockefeller Capital Management L.P. | 17,096 | $16.7 萬 | 0.00% | +14,086+468.0% | 加碼 |
| Capital Investment Advisors, LLC | 15,349 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 14,400 | $14.1 萬 | 0.00% | −964−6.3% | 減碼 |
| Advisory Services Network, LLC | 14,000 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 13,875 | $13.6 萬 | 0.01% | +11+0.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 13,760 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 13,600 | $13.3 萬 | 0.04% | 00.0% | 不變 |
| Northern Trust Corp | 13,509 | $13.3 萬 | 0.00% | −20.0% | 減碼 |
| Baird Financial Group, Inc. | 13,114 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 13,067 | $12.8 萬 | 0.09% | 00.0% | 不變 |
| Bokf, NA | 13,000 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Sigma Planning Corp | 12,859 | $12.6 萬 | 0.00% | +638+5.2% | 加碼 |
| Kestra Advisory Services, LLC | 12,581 | $12.3 萬 | 0.00% | +148+1.2% | 加碼 |
| Berkeley Capital Partners, LLC | 12,387 | $12.2 萬 | 0.05% | 00.0% | 不變 |
| HighTower Advisors, LLC | 12,263 | $12.0 萬 | 0.00% | +9+0.1% | 加碼 |
| Cetera Investment Advisers | 12,090 | $11.9 萬 | 0.00% | +2,050+20.4% | 加碼 |
| Collaborative Wealth Managment Inc. | 11,000 | $10.8 萬 | 0.07% | −1,912−14.8% | 減碼 |
| Shufro Rose & Co LLC | 11,000 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 10,984 | $10.8 萬 | 0.05% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 10,512 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Nomura Holdings Inc | 10,000 | $9.81 萬 | 0.00% | +10,000 | 新進 |
| Belpointe Asset Management LLC | 7,200 | $7.06 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,142 | $5.04 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 4,298 | $4.22 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 4,253 | $4.17 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 3,964 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 2,572 | $2.52 萬 | 0.00% | +30+1.2% | 加碼 |
| Mascoma Wealth Management LLC | 1,411 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,100 | $1.08 萬 | 0.00% | −164−13.0% | 減碼 |
| Webster Bank, N. A. | 798 | $7,828 | 0.00% | +798 | 新進 |
| Fifth Third Bancorp | 725 | $7,112 | 0.00% | −952−56.8% | 減碼 |
| CWM, LLC | 701 | $7,000 | 0.00% | +7+1.0% | 加碼 |
| Beacon Capital Management, LLC | 652 | $6,401 | 0.00% | +7+1.1% | 加碼 |
| Venturi Wealth Management, LLC | 646 | $6,338 | 0.00% | +646 | 新進 |
| Global Retirement Partners, LLC | 576 | $5,432 | 0.00% | +576 | 新進 |
| US Bancorp | 526 | $5,160 | 0.00% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 492 | $5,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 445 | $4,363 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 340 | $3,335 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 318 | $3,116 | 0.00% | 00.0% | 不變 |