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。
2025 年第 3 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2025/9/30 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
- 102
- 較 2025 年第 2 季 −4 家
- 持有股數
- 2,030 萬
- 較 2025 年第 2 季 +53.2 萬 (+2.7%)
- 總市值
- $1.82 億
- 較 2025 年第 2 季 +$100.1 萬 (+0.6%)
- 新進機構
- 9
- 另有 37 家加碼
- 清倉機構
- 13
- 另有 26 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 3,706,857 | $3,585 萬 | 2.04% | −557,663−13.1% | 減碼 |
| Guggenheim Capital LLC | 1,508,858 | $1,459 萬 | 0.11% | +52,620+3.6% | 加碼 |
| UBS Group AG | 1,323,395 | $1,280 萬 | 0.00% | −103,182−7.2% | 減碼 |
| Robinson Capital Management, LLC | 1,108,140 | $1,072 萬 | 7.70% | −618,981−35.8% | 減碼 |
| Morgan Stanley | 1,052,683 | $1,018 萬 | 0.00% | +293,789+38.7% | 加碼 |
| LPL Financial LLC | 963,543 | $931.7 萬 | 0.00% | +773,697+407.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 940,653 | $909.6 萬 | 0.33% | −70,433−7.0% | 減碼 |
| Ameriprise Financial Inc | 938,612 | $908.4 萬 | 0.00% | +191,183+25.6% | 加碼 |
| Raymond James Financial Inc | 763,710 | $738.5 萬 | 0.00% | −70,673−8.5% | 減碼 |
| Sit Investment Associates Inc | 623,992 | $603.4 萬 | 0.12% | 00.0% | 不變 |
| Fiera Capital Corp | 523,392 | $506.1 萬 | 0.02% | −4,688−0.9% | 減碼 |
| Wells Fargo & Company | 452,300 | $437.4 萬 | 0.00% | +108,100+31.4% | 加碼 |
| Advisors Asset Management, Inc. | 446,487 | $431.8 萬 | 0.07% | +120,669+37.0% | 加碼 |
| Van Eck Associates Corp | 436,182 | $421.8 萬 | 0.00% | +20,883+5.0% | 加碼 |
| Kestra Advisory Services, LLC | 396,971 | $383.9 萬 | 0.02% | +70,968+21.8% | 加碼 |
| Mackay Shields LLC | 307,705 | $297.6 萬 | 0.10% | 00.0% | 不變 |
| Rareview Capital LLC | 274,345 | $251.8 萬 | 1.54% | +13,231+5.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 210,071 | $203.1 萬 | 0.01% | +80,613+62.3% | 加碼 |
| Stifel Financial Corp | 209,854 | $202.9 萬 | 0.00% | −35,401−14.4% | 減碼 |
| Wakefield Asset Management LLLP | 189,795 | $183.5 萬 | 0.50% | +4,521+2.4% | 加碼 |
| JFS Wealth Advisors, LLC | 145,605 | $140.8 萬 | 0.08% | +184+0.1% | 加碼 |
| Garner Asset Management Corp | 141,112 | $136.5 萬 | 0.55% | +15,114+12.0% | 加碼 |
| Bank of New York Mellon Corp | 114,441 | $110.7 萬 | 0.00% | +45,066+65.0% | 加碼 |
| Invesco Ltd. | 104,478 | $101.0 萬 | 0.00% | −24,022−18.7% | 減碼 |
| Gridiron Partners, LLC | 1,502,830 | $87.6 萬 | 0.50% | +1,412,192+1,558.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 89,041 | $86.1 萬 | 0.04% | −654−0.7% | 減碼 |
| GWM Advisors LLC | 87,631 | $84.7 萬 | 0.00% | +42,328+93.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 81,154 | $78.5 萬 | 0.00% | −5,663−6.5% | 減碼 |
| Commonwealth Equity Services, LLC | 76,850 | $74.3 萬 | 0.00% | +1,623+2.2% | 加碼 |
| Advisor Group Holdings, Inc. | 78,182 | $72.9 萬 | 0.00% | −93,720−54.5% | 減碼 |
| Planning Alternatives Ltd | 73,000 | $70.6 萬 | 0.09% | 00.0% | 不變 |
| Royal Bank of Canada | 71,568 | $69.2 萬 | 0.00% | +26,851+60.0% | 加碼 |
| TCG Advisory Services, LLC | 69,948 | $67.6 萬 | 0.02% | −6,238−8.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 69,753 | $67.5 萬 | 0.00% | +27,470+65.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 62,924 | $60.8 萬 | 0.00% | −4,084−6.1% | 減碼 |
| Karpus Management, Inc. | 61,249 | $59.2 萬 | 0.02% | −746,559−92.4% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 58,290 | $56.4 萬 | 0.10% | +2,000+3.6% | 加碼 |
| Petra Financial Advisors Inc | 57,657 | $55.8 萬 | 0.32% | +130+0.2% | 加碼 |
| Concorde Asset Management, LLC | 56,281 | $54.4 萬 | 0.23% | +56,281 | 新進 |
| Goldman Sachs Group Inc | 51,162 | $49.5 萬 | 0.00% | −80,453−61.1% | 減碼 |
| Melfa Wealth Management, LLC | 43,476 | $42.0 萬 | 0.25% | +24+0.1% | 加碼 |
| Live Oak Private Wealth LLC | 43,000 | $41.6 萬 | 0.06% | 00.0% | 不變 |
| Bank of Montreal | 42,075 | $40.7 萬 | 0.00% | +830+2.0% | 加碼 |
| Janney Montgomery Scott LLC | 39,214 | $37.9 萬 | 0.00% | −2,012−4.9% | 減碼 |
| Bank of America Corp | 35,711 | $34.5 萬 | 0.00% | −1,073−2.9% | 減碼 |
| AlphaCore Capital LLC | 33,051 | $32.0 萬 | 0.01% | +658+2.0% | 加碼 |
| Nuveen, LLC | 32,559 | $31.5 萬 | 0.00% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 31,039 | $30.0 萬 | 0.01% | +6,010+24.0% | 加碼 |
| StoneX Group Inc. | 30,086 | $29.1 萬 | 0.01% | −3,057−9.2% | 減碼 |
| Burford Brothers, Inc. | 28,650 | $27.7 萬 | 0.12% | 00.0% | 不變 |
| APCM Wealth Management for Individuals | 28,550 | $27.6 萬 | 0.04% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 26,949 | $26.1 萬 | 0.03% | +539+2.0% | 加碼 |
| Brown Advisory Inc | 26,761 | $25.9 萬 | 0.00% | −5,426−16.9% | 減碼 |
| Cetera Investment Advisers | 26,688 | $25.8 萬 | 0.00% | −23,795−47.1% | 減碼 |
| RSM US Wealth Management LLC | 25,744 | $24.9 萬 | 0.00% | +4,787+22.8% | 加碼 |
| Formidable Asset Management, LLC | 21,650 | $19.9 萬 | 0.03% | +2,800+14.9% | 加碼 |
| Charter Trust Co | 19,795 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 19,329 | $18.7 萬 | 0.00% | +19,329 | 新進 |
| Kercheville Advisors, LLC | 18,567 | $18.0 萬 | 0.05% | +2,500+15.6% | 加碼 |
| Shufro Rose & Co LLC | 18,500 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 17,397 | $16.8 萬 | 0.00% | +102+0.6% | 加碼 |
| Garden State Investment Advisory Services LLC | 17,250 | $16.7 萬 | 0.04% | +17,250 | 新進 |
| Colony Group, LLC | 16,363 | $15.8 萬 | 0.00% | +16,363 | 新進 |
| Ashton Thomas Private Wealth, LLC | 15,500 | $15.0 萬 | 0.00% | +15,500 | 新進 |
| Pinnacle Bancorp, Inc. | 15,000 | $14.5 萬 | 0.04% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 14,785 | $14.3 萬 | 0.00% | −2,128−12.6% | 減碼 |
| Permanent Capital Management, LP | 14,549 | $14.1 萬 | 0.03% | +14,549 | 新進 |
| Cresset Asset Management, LLC | 14,401 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 14,063 | $13.6 萬 | 0.00% | +793+6.0% | 加碼 |
| Cerity Partners LLC | 12,964 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Encompass More Asset Management | 12,630 | $12.2 萬 | 0.02% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 12,387 | $12.0 萬 | 0.03% | 00.0% | 不變 |
| Moody National Bank Trust Division | 11,372 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 11,000 | $10.6 萬 | 0.04% | 00.0% | 不變 |
| Harbour Investments, Inc. | 10,746 | $10.4 萬 | 0.00% | +3,000+38.7% | 加碼 |
| Northern Trust Corp | 10,450 | $10.1 萬 | 0.00% | +209+2.0% | 加碼 |
| Gill Capital Partners, LLC | 10,189 | $9.85 萬 | 0.03% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 9,891 | $9.56 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 8,267 | $7.99 萬 | 0.00% | +606+7.9% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 7,052 | $6.82 萬 | 0.01% | −1,937−21.5% | 減碼 |
| Ancora Advisors, LLC | 3,935 | $3.81 萬 | 0.00% | −90−2.2% | 減碼 |
| Sunbelt Securities, Inc. | 2,291 | $2.22 萬 | 0.00% | +2,291 | 新進 |
| CWM, LLC | 1,848 | $1.80 萬 | 0.00% | +6+0.3% | 加碼 |
| Mascoma Wealth Management LLC | 1,411 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,348 | $1.30 萬 | 0.00% | −43,859−97.0% | 減碼 |
| MAI Capital Management | 1,334 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 1,151 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,088 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 886 | $8,568 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 885 | $8,558 | 0.00% | −3,329−79.0% | 減碼 |
| Global Retirement Partners, LLC | 767 | $7,412 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 657 | $6,354 | 0.00% | +657 | 新進 |
| WPG Advisers, LLC | 471 | $4,555 | 0.00% | +195+70.7% | 加碼 |
| Prestige Wealth Management Group LLC | 445 | $4,301 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 400 | $3,868 | 0.00% | +400 | 新進 |
| Newbridge Financial Services Group, Inc. | 357 | $3,452 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 254 | $2,456 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $1,432 | 0.00% | – | – |
| Comerica Bank | 73 | $702 | 0.00% | +33+82.5% | 加碼 |