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 2 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2023/6/30 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
- 109
- 較 2023 年第 1 季 +4 家
- 持有股數
- 1,990 萬
- 較 2023 年第 1 季 +89.7 萬 (+4.7%)
- 總市值
- $1.88 億
- 較 2023 年第 1 季 +$201.1 萬 (+1.1%)
- 新進機構
- 13
- 另有 41 家加碼
- 清倉機構
- 9
- 另有 19 家減碼
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 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,862,132 | $4,600 萬 | 4.18% | +207,395+4.5% | 加碼 |
| Rivernorth Capital Management, LLC | 1,755,855 | $1,661 萬 | 0.83% | +194,336+12.4% | 加碼 |
| UBS Group AG | 1,671,314 | $1,581 萬 | 0.01% | +137,184+8.9% | 加碼 |
| Sit Investment Associates Inc | 1,527,882 | $1,445 萬 | 0.38% | +103,455+7.3% | 加碼 |
| Karpus Management, Inc. | 1,330,816 | $1,259 萬 | 0.40% | −4,850−0.4% | 減碼 |
| Fiera Capital Corp | 941,999 | $891.1 萬 | 0.03% | +128,783+15.8% | 加碼 |
| Guggenheim Capital LLC | 861,448 | $814.9 萬 | 0.06% | −106,176−11.0% | 減碼 |
| Morgan Stanley | 536,804 | $507.8 萬 | 0.00% | −35,545−6.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 486,674 | $460.4 萬 | 0.27% | +143,458+41.8% | 加碼 |
| Van Eck Associates Corp | 455,625 | $431.0 萬 | 0.01% | +17,488+4.0% | 加碼 |
| Raymond James & Associates | 397,020 | $375.6 萬 | 0.00% | −13,462−3.3% | 減碼 |
| Robinson Capital Management, LLC | 390,280 | $370.7 萬 | 1.65% | +31,336+8.7% | 加碼 |
| Advisor Group Holdings, Inc. | 275,834 | $260.9 萬 | 0.00% | +886+0.3% | 加碼 |
| JFS Wealth Advisors, LLC | 253,974 | $240.3 萬 | 0.22% | +1100.0% | 加碼 |
| BlackRock Inc. | 246,166 | $232.9 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 241,554 | $228.5 萬 | 0.00% | +5,357+2.3% | 加碼 |
| Logan Stone Capital, LLC | 233,721 | $221.1 萬 | 0.75% | +50,318+27.4% | 加碼 |
| CNH Partners LLC | 231,754 | $219.2 萬 | 0.09% | +57,438+33.0% | 加碼 |
| Wakefield Asset Management LLLP | 209,923 | $198.6 萬 | 0.79% | +16,338+8.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 191,491 | $181.2 萬 | 0.00% | −12,004−5.9% | 減碼 |
| LPL Financial LLC | 185,104 | $175.1 萬 | 0.00% | +401+0.2% | 加碼 |
| Raymond James Trust N.A. | 141,720 | $134.1 萬 | 0.04% | −6,227−4.2% | 減碼 |
| TCG Advisory Services, LLC | 130,689 | $123.6 萬 | 0.21% | +5,679+4.5% | 加碼 |
| Cetera Advisor Networks LLC | 122,874 | $116.2 萬 | 0.01% | −2,182−1.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 122,273 | $115.7 萬 | 0.01% | +5,215+4.5% | 加碼 |
| Garner Asset Management Corp | 120,947 | $114.4 萬 | 0.66% | −47,599−28.2% | 減碼 |
| Commonwealth Equity Services, LLC | 118,791 | $112.4 萬 | 0.00% | +3,324+2.9% | 加碼 |
| Dakota Wealth Management | 116,800 | $110.5 萬 | 0.05% | 00.0% | 不變 |
| Royal Bank of Canada | 98,358 | $93.0 萬 | 0.00% | −2,424−2.4% | 減碼 |
| Capital Wealth Alliance, LLC | 83,197 | $78.7 萬 | 0.59% | +6,248+8.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 71,174 | $67.3 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 69,900 | $66.1 萬 | 0.00% | 00.0% | 不變 |
| Summit Financial Wealth Advisors, LLC | 68,575 | $64.9 萬 | 0.15% | −10,000−12.7% | 減碼 |
| Bank of Montreal | 58,975 | $64.3 萬 | 0.00% | +2,524+4.5% | 加碼 |
| Stifel Financial Corp | 67,537 | $63.9 萬 | 0.00% | +9,190+15.8% | 加碼 |
| Brown Advisory Inc | 65,818 | $62.3 萬 | 0.00% | 00.0% | 不變 |
| Petra Financial Advisors Inc | 60,440 | $57.2 萬 | 0.51% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 57,005 | $53.9 萬 | 0.01% | −40−0.1% | 減碼 |
| Ameriprise Financial Inc | 53,651 | $50.8 萬 | 0.00% | +1,268+2.4% | 加碼 |
| Melfa Wealth Management, LLC | 52,061 | $49.3 萬 | 0.50% | +110.0% | 加碼 |
| Janney Montgomery Scott LLC | 51,946 | $49.1 萬 | 0.00% | +26+0.1% | 加碼 |
| Goldman Sachs Group Inc | 50,962 | $48.2 萬 | 0.00% | +50,962 | 新進 |
| Bank of America Corp | 45,046 | $42.6 萬 | 0.00% | −7,390−14.1% | 減碼 |
| Bank of New York Mellon Corp | 44,205 | $41.8 萬 | 0.00% | +44,205 | 新進 |
| Invesco Ltd. | 39,607 | $37.5 萬 | 0.00% | −4,348−9.9% | 減碼 |
| Merit Financial Group, LLC | 29,023 | $27.5 萬 | 0.01% | +29,023 | 新進 |
| APCM Wealth Management for Individuals | 28,550 | $27.0 萬 | 0.04% | 00.0% | 不變 |
| Woodline Partners LP | 27,728 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 27,311 | $25.8 萬 | 0.00% | +10,215+59.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 26,375 | $25.0 萬 | 0.03% | +3,568+15.6% | 加碼 |
| Northern Trust Corp | 23,652 | $22.4 萬 | 0.00% | +10,143+75.1% | 加碼 |
| Kistler-Tiffany Companies, LLC | 22,386 | $21.2 萬 | 0.03% | +22,386 | 新進 |
| Riverbridge Partners LLC | 22,062 | $20.9 萬 | 0.00% | −1,768−7.4% | 減碼 |
| Planning Alternatives Ltd | 21,000 | $19.9 萬 | 0.04% | +1,000+5.0% | 加碼 |
| Wetherby Asset Management Inc | 20,204 | $19.1 萬 | 0.01% | +1,151+6.0% | 加碼 |
| LexAurum Advisors, LLC | 20,170 | $19.1 萬 | 0.06% | 00.0% | 不變 |
| National Asset Management, Inc. | 20,152 | $19.1 萬 | 0.00% | −97−0.5% | 減碼 |
| Charter Trust Co | 19,795 | $18.7 萬 | 0.01% | 00.0% | 不變 |
| Sandbox Financial Partners, LLC | 19,549 | $18.5 萬 | 0.10% | +487+2.6% | 加碼 |
| Financial Advocates Investment Management | 19,300 | $18.3 萬 | 0.01% | −31,193−61.8% | 減碼 |
| Summit Trail Advisors, LLC | 19,105 | $18.1 萬 | 0.01% | +19,105 | 新進 |
| GWM Advisors LLC | 18,082 | $17.1 萬 | 0.00% | +49+0.3% | 加碼 |
| Cetera Investment Advisers | 16,859 | $15.9 萬 | 0.00% | +4,769+39.4% | 加碼 |
| Capital Investment Advisors, LLC | 16,674 | $15.8 萬 | 0.00% | +1,325+8.6% | 加碼 |
| Pinnacle Bancorp, Inc. | 15,000 | $14.2 萬 | 0.05% | +15,000 | 新進 |
| Nomura Holdings Inc | 14,800 | $14.0 萬 | 0.00% | +4,800+48.0% | 加碼 |
| Cresset Asset Management, LLC | 14,400 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 14,000 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 13,899 | $13.1 萬 | 0.01% | +24+0.2% | 加碼 |
| Wellspring Financial Advisors, LLC | 13,600 | $12.9 萬 | 0.04% | 00.0% | 不變 |
| Compass Wealth Management LLC | 13,368 | $12.6 萬 | 0.04% | +13,368 | 新進 |
| Fairhaven Wealth Management, LLC | 13,206 | $12.5 萬 | 0.05% | +13,206 | 新進 |
| Baird Financial Group, Inc. | 13,114 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 13,067 | $12.4 萬 | 0.07% | 00.0% | 不變 |
| Bokf, NA | 13,000 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 12,915 | $12.2 萬 | 0.00% | +652+5.3% | 加碼 |
| Moody National Bank Trust Division | 12,560 | $11.9 萬 | 0.01% | +12,560 | 新進 |
| Sigma Planning Corp | 12,397 | $11.7 萬 | 0.00% | −462−3.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 11,760 | $11.1 萬 | 0.00% | −2,000−14.5% | 減碼 |
| Shufro Rose & Co LLC | 11,000 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 11,000 | $10.4 萬 | 0.06% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 10,984 | $10.4 萬 | 0.04% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 10,633 | $10.1 萬 | 0.00% | +121+1.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 5,167 | $4.89 萬 | 0.00% | +5,167 | 新進 |
| Northwestern Mutual Wealth Management Co | 5,142 | $4.86 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 4,318 | $4.08 萬 | 0.00% | +4,000+1,257.9% | 加碼 |
| Ancora Advisors, LLC | 4,298 | $4.07 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 4,253 | $4.02 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 3,964 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 2,601 | $2.46 萬 | 0.00% | +29+1.1% | 加碼 |
| Mascoma Wealth Management LLC | 1,411 | $1.31 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 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 798 | $7,549 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 708 | $7,000 | 0.00% | +7+1.0% | 加碼 |
| Beacon Capital Management, LLC | 660 | $6,243 | 0.00% | +8+1.2% | 加碼 |
| Venturi Wealth Management, LLC | 646 | $6,112 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 576 | $5,449 | 0.00% | 00.0% | 不變 |
| US Bancorp | 526 | $4,976 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 445 | $4,207 | 0.00% | 00.0% | 不變 |