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。
2024 年第 1 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2024/3/31 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
- 115
- 較 2023 年第 4 季 0 家
- 持有股數
- 2,460 萬
- 較 2023 年第 4 季 +103.1 萬 (+4.4%)
- 總市值
- $2.39 億
- 較 2023 年第 4 季 +$1,260 萬 (+5.6%)
- 新進機構
- 16
- 另有 35 家加碼
- 清倉機構
- 16
- 另有 30 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $10 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 5 | $49 | 0.00% | −9−64.3% | 減碼 |
| CWM, LLC | 90 | $1,000 | 0.00% | +2+2.3% | 加碼 |
| SOA Wealth Advisors, LLC. | 254 | $2,471 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 295 | $2,870 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 349 | $3,396 | 0.00% | +349 | 新進 |
| Prestige Wealth Management Group LLC | 445 | $4,328 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 483 | $4,700 | 0.00% | +483 | 新進 |
| US Bancorp | 526 | $5,118 | 0.00% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 548 | $5,332 | 0.00% | +548 | 新進 |
| Global Retirement Partners, LLC | 576 | $5,604 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 646 | $6,286 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 683 | $6,647 | 0.00% | +18+2.7% | 加碼 |
| Bessemer Group Inc | 932 | $9,000 | 0.00% | −261−21.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,088 | $1.04 萬 | 0.00% | +1,088 | 新進 |
| Spire Wealth Management | 1,100 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 1,151 | $1.10 萬 | 0.02% | +1,151 | 新進 |
| Mascoma Wealth Management LLC | 1,411 | $1.37 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,837 | $1.79 萬 | 0.00% | −4,128−69.2% | 減碼 |
| Wolverine Asset Management LLC | 2,000 | $1.95 萬 | 0.00% | −10,670−84.2% | 減碼 |
| Central Trust Co | 2,938 | $2.86 萬 | 0.00% | +2,938 | 新進 |
| FMR LLC | 3,093 | $3.01 萬 | 0.00% | +3,093 | 新進 |
| Umb Bank N A | 3,545 | $3.45 萬 | 0.00% | −1,177−24.9% | 減碼 |
| Ancora Advisors, LLC | 4,298 | $4.18 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 4,333 | $4.20 萬 | 0.01% | +4,333 | 新進 |
| Cullen/Frost Bankers, Inc. | 5,167 | $5.03 萬 | 0.00% | 00.0% | 不變 |
| Gilliland Jeter Wealth Management LLC | 6,580 | $6.40 萬 | 0.02% | +6,580 | 新進 |
| Compass Wealth Management LLC | 6,831 | $6.65 萬 | 0.02% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 8,262 | $8.04 萬 | 0.01% | +123+1.5% | 加碼 |
| Harbour Investments, Inc. | 8,946 | $8.70 萬 | 0.00% | +13+0.1% | 加碼 |
| JPMorgan Chase & Co | 9,202 | $8.95 萬 | 0.00% | +266+3.0% | 加碼 |
| Gill Capital Partners, LLC | 10,454 | $9.70 萬 | 0.04% | −530−4.8% | 減碼 |
| Modera Wealth Management, LLC | 10,633 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 11,000 | $10.7 萬 | 0.05% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 11,115 | $10.8 萬 | 0.00% | +11,115 | 新進 |
| Sigma Planning Corp | 11,637 | $11.3 萬 | 0.00% | +11,637 | 新進 |
| Great Valley Advisor Group, Inc. | 11,979 | $11.7 萬 | 0.00% | +135+1.1% | 加碼 |
| WMG Financial Advisors, LLC | 12,000 | $11.7 萬 | 0.07% | +12,000 | 新進 |
| Berkeley Capital Partners, LLC | 12,387 | $12.1 萬 | 0.04% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 13,067 | $12.7 萬 | 0.06% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 13,559 | $13.2 萬 | 0.03% | +13,559 | 新進 |
| Advisory Services Network, LLC | 14,000 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 14,400 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 15,000 | $14.6 萬 | 0.04% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 15,000 | $14.6 萬 | 0.04% | 00.0% | 不變 |
| Moody National Bank Trust Division | 15,335 | $14.9 萬 | 0.01% | −5,099−25.0% | 減碼 |
| National Asset Management, Inc. | 18,538 | $15.3 萬 | 0.00% | +18,538 | 新進 |
| Wellspring Financial Advisors, LLC | 16,000 | $15.6 萬 | 0.02% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 16,913 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 17,353 | $16.9 萬 | 0.00% | +479+2.8% | 加碼 |
| Nomura Holdings Inc | 18,440 | $17.9 萬 | 0.00% | +18,440 | 新進 |
| Shufro Rose & Co LLC | 18,500 | $18.0 萬 | 0.01% | +7,500+68.2% | 加碼 |
| Summit Trail Advisors, LLC | 18,955 | $18.4 萬 | 0.00% | −2,781−12.8% | 減碼 |
| Charter Trust Co | 19,795 | $19.3 萬 | 0.01% | 00.0% | 不變 |
| Capital Wealth Alliance, LLC | 22,410 | $21.8 萬 | 0.13% | +173+0.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 22,760 | $22.1 萬 | 0.01% | −2,927−11.4% | 減碼 |
| Brown Advisory Inc | 24,061 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 25,763 | $25.1 萬 | 0.02% | +2,607+11.3% | 加碼 |
| Raymond James Trust N.A. | 26,018 | $25.3 萬 | 0.01% | −5,000−16.1% | 減碼 |
| Riverbridge Partners LLC | 26,767 | $26.0 萬 | 0.00% | +900+3.5% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 28,455 | $27.7 萬 | 0.06% | −3,000−9.5% | 減碼 |
| APCM Wealth Management for Individuals | 28,550 | $27.8 萬 | 0.04% | 00.0% | 不變 |
| Planning Alternatives Ltd | 29,000 | $28.2 萬 | 0.05% | +5,000+20.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 29,405 | $28.6 萬 | 0.03% | +7,850+36.4% | 加碼 |
| Rockefeller Capital Management L.P. | 29,820 | $29.0 萬 | 0.00% | +171+0.6% | 加碼 |
| Bank of America Corp | 33,285 | $32.4 萬 | 0.00% | −3,028−8.3% | 減碼 |
| Stifel Financial Corp | 36,163 | $35.2 萬 | 0.00% | −4,572−11.2% | 減碼 |
| Royal Bank of Canada | 37,000 | $36.0 萬 | 0.00% | −4,595−11.0% | 減碼 |
| Bank of New York Mellon Corp | 39,394 | $38.3 萬 | 0.00% | −4,814−10.9% | 減碼 |
| HighTower Advisors, LLC | 41,020 | $39.6 萬 | 0.00% | −15,716−27.7% | 減碼 |
| Melfa Wealth Management, LLC | 43,348 | $42.2 萬 | 0.30% | −8,738−16.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 46,822 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 50,962 | $49.6 萬 | 0.00% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 52,386 | $51.0 萬 | 0.00% | 00.0% | 不變 |
| Petra Financial Advisors Inc | 57,440 | $55.9 萬 | 0.41% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 59,537 | $57.9 萬 | 0.00% | +533+0.9% | 加碼 |
| Janney Montgomery Scott LLC | 59,652 | $58.0 萬 | 0.00% | +6,396+12.0% | 加碼 |
| Bank of Montreal | 55,288 | $60.7 萬 | 0.00% | −17,500−24.0% | 減碼 |
| Rothschild Investment LLC | 63,297 | $61.6 萬 | 0.04% | +270+0.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 69,900 | $68.0 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 81,434 | $79.2 萬 | 0.01% | +5,856+7.7% | 加碼 |
| Gridiron Partners, LLC | 90,638 | $88.2 萬 | 0.56% | 00.0% | 不變 |
| Ameriprise Financial Inc | 92,155 | $90.6 萬 | 0.00% | −35,834−28.0% | 減碼 |
| Invesco Ltd. | 93,596 | $91.1 萬 | 0.00% | +42,336+82.6% | 加碼 |
| TCG Advisory Services, LLC | 104,464 | $101.6 萬 | 0.06% | −30,045−22.3% | 減碼 |
| Fort Point Capital Partners LLC | 105,061 | $102.2 萬 | 0.14% | +63,631+153.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 113,125 | $110.1 萬 | 0.00% | −4,566−3.9% | 減碼 |
| Garner Asset Management Corp | 113,530 | $110.5 萬 | 0.56% | +4,575+4.2% | 加碼 |
| Nine Masts Capital Ltd | 116,303 | $113.2 萬 | 0.30% | +116,303 | 新進 |
| BlackRock Inc. | 123,082 | $119.8 萬 | 0.00% | 00.0% | 不變 |
| Dakota Wealth Management | 126,491 | $123.1 萬 | 0.03% | −3,698−2.8% | 減碼 |
| Rareview Capital LLC | 143,894 | $140.0 萬 | 1.38% | −6,864−4.6% | 減碼 |
| Landscape Capital Management, L.L.C. | 170,255 | $165.7 萬 | 0.14% | +2,447+1.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 171,395 | $166.8 萬 | 0.00% | +20.0% | 加碼 |
| Wakefield Asset Management LLLP | 186,180 | $181.2 萬 | 0.63% | +5,998+3.3% | 加碼 |
| Wells Fargo & Company | 214,586 | $208.8 萬 | 0.00% | −16,432−7.1% | 減碼 |
| Cetera Investment Advisers | 221,889 | $215.9 萬 | 0.01% | +209,801+1,735.6% | 加碼 |
| Westchester Capital Management, LLC | 226,076 | $220.0 萬 | 0.09% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 276,326 | $268.9 萬 | 0.01% | −4,321−1.5% | 減碼 |