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 4 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2025/12/31 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
- 112
- 較 2025 年第 3 季 +10 家
- 持有股數
- 1,931 萬
- 較 2025 年第 3 季 −98.8 萬 (−4.9%)
- 總市值
- $1.85 億
- 較 2025 年第 3 季 +$222.3 萬 (+1.2%)
- 新進機構
- 23
- 另有 36 家加碼
- 清倉機構
- 13
- 另有 22 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,042,713 | $3,869 萬 | 1.83% | +335,856+9.1% | 加碼 |
| Guggenheim Capital LLC | 1,508,538 | $1,444 萬 | 0.11% | −3200.0% | 減碼 |
| Morgan Stanley | 1,467,258 | $1,404 萬 | 0.00% | +414,575+39.4% | 加碼 |
| Robinson Capital Management, LLC | 1,174,056 | $1,124 萬 | 4.71% | +65,916+5.9% | 加碼 |
| UBS Group AG | 1,134,539 | $1,086 萬 | 0.00% | −188,856−14.3% | 減碼 |
| LPL Financial LLC | 1,075,653 | $1,029 萬 | 0.00% | +112,110+11.6% | 加碼 |
| Ameriprise Financial Inc | 929,394 | $888.1 萬 | 0.00% | −9,218−1.0% | 減碼 |
| Raymond James Financial Inc | 766,020 | $733.1 萬 | 0.00% | +2,310+0.3% | 加碼 |
| Advisors Asset Management, Inc. | 637,733 | $610.3 萬 | 0.10% | +191,246+42.8% | 加碼 |
| Sit Investment Associates Inc | 623,992 | $597.2 萬 | 0.12% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 613,220 | $586.9 萬 | 0.20% | −327,433−34.8% | 減碼 |
| Wells Fargo & Company | 591,204 | $565.8 萬 | 0.00% | +138,904+30.7% | 加碼 |
| Kestra Advisory Services, LLC | 438,630 | $419.8 萬 | 0.02% | +41,659+10.5% | 加碼 |
| Van Eck Associates Corp | 400,314 | $383.1 萬 | 0.00% | −35,868−8.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 311,828 | $298.4 萬 | 0.01% | +101,757+48.4% | 加碼 |
| Rareview Capital LLC | 286,911 | $263.4 萬 | 1.71% | +12,566+4.6% | 加碼 |
| Mackay Shields LLC | 205,338 | $196.5 萬 | 0.07% | −102,367−33.3% | 減碼 |
| Wakefield Asset Management LLLP | 191,104 | $182.9 萬 | 0.50% | +1,309+0.7% | 加碼 |
| Stifel Financial Corp | 158,117 | $151.3 萬 | 0.00% | −51,737−24.7% | 減碼 |
| JFS Wealth Advisors, LLC | 145,786 | $139.5 萬 | 0.08% | +181+0.1% | 加碼 |
| Garner Asset Management Corp | 135,533 | $129.7 萬 | 0.50% | −5,579−4.0% | 減碼 |
| Royal Bank of Canada | 134,967 | $129.1 萬 | 0.00% | +63,399+88.6% | 加碼 |
| Bank of New York Mellon Corp | 124,443 | $119.1 萬 | 0.00% | +10,002+8.7% | 加碼 |
| GWM Advisors LLC | 101,419 | $97.1 萬 | 0.00% | +13,788+15.7% | 加碼 |
| Commonwealth Equity Services, LLC | 93,230 | $89.2 萬 | 0.00% | +16,380+21.3% | 加碼 |
| Gridiron Partners, LLC | 90,638 | $86.7 萬 | 0.49% | −1,412,192−94.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 89,041 | $85.2 萬 | 0.04% | 00.0% | 不變 |
| Worthington Financial Partners, LLC | 86,339 | $82.6 萬 | 0.73% | +86,339 | 新進 |
| Advisor Group Holdings, Inc. | 82,531 | $79.0 萬 | 0.00% | +4,349+5.6% | 加碼 |
| Planning Alternatives Ltd | 73,000 | $69.9 萬 | 0.09% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 69,805 | $66.8 萬 | 0.11% | +11,515+19.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 69,753 | $66.8 萬 | 0.00% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 67,285 | $64.4 萬 | 0.02% | −2,663−3.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 66,004 | $63.2 萬 | 0.00% | −15,150−18.7% | 減碼 |
| Concorde Asset Management, LLC | 63,692 | $61.0 萬 | 0.24% | +7,411+13.2% | 加碼 |
| Invesco Ltd. | 63,307 | $60.6 萬 | 0.00% | −41,171−39.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 62,924 | $60.2 萬 | 0.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 53,762 | $51.4 萬 | 0.00% | +2,600+5.1% | 加碼 |
| Petra Financial Advisors Inc | 51,285 | $49.1 萬 | 0.29% | −6,372−11.1% | 減碼 |
| Garden State Investment Advisory Services LLC | 48,600 | $46.5 萬 | 0.11% | +31,350+181.7% | 加碼 |
| Pursuit Wealth Strategies, LLC | 43,176 | $41.3 萬 | 0.58% | +43,176 | 新進 |
| Live Oak Private Wealth LLC | 43,000 | $41.2 萬 | 0.06% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 42,780 | $40.9 萬 | 0.24% | −696−1.6% | 減碼 |
| Janney Montgomery Scott LLC | 38,534 | $36.9 萬 | 0.00% | −680−1.7% | 減碼 |
| RSM US Wealth Management LLC | 37,567 | $36.3 萬 | 0.00% | +11,823+45.9% | 加碼 |
| AlphaCore Capital LLC | 33,699 | $32.2 萬 | 0.01% | +648+2.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 33,474 | $32.0 萬 | 0.00% | +2,435+7.8% | 加碼 |
| Nuveen, LLC | 32,559 | $31.2 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 31,938 | $30.6 萬 | 0.00% | −3,773−10.6% | 減碼 |
| StoneX Group Inc. | 31,179 | $29.8 萬 | 0.01% | +1,093+3.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 28,999 | $27.8 萬 | 0.00% | +28,999 | 新進 |
| Burford Brothers, Inc. | 28,650 | $27.4 萬 | 0.11% | 00.0% | 不變 |
| APCM Wealth Management for Individuals | 28,550 | $27.3 萬 | 0.03% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 27,479 | $26.3 萬 | 0.03% | +530+2.0% | 加碼 |
| Brown Advisory Inc | 26,761 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 26,715 | $25.6 萬 | 0.00% | +26,715 | 新進 |
| Shufro Rose & Co LLC | 25,500 | $24.4 萬 | 0.02% | +7,000+37.8% | 加碼 |
| Cetera Investment Advisers | 20,560 | $19.7 萬 | 0.00% | −6,128−23.0% | 減碼 |
| Charter Trust Co | 19,795 | $18.9 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 19,611 | $18.8 萬 | 0.00% | +282+1.5% | 加碼 |
| Kercheville Advisors, LLC | 18,567 | $17.9 萬 | 0.05% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 17,498 | $16.7 萬 | 0.00% | +101+0.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 17,000 | $16.3 萬 | 0.00% | +1,500+9.7% | 加碼 |
| Colony Group, LLC | 16,363 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 15,625 | $14.9 萬 | 0.00% | +15,625 | 新進 |
| Hollencrest Capital Management | 15,411 | $14.7 萬 | 0.01% | +15,411 | 新進 |
| Pinnacle Bancorp, Inc. | 15,000 | $14.4 萬 | 0.04% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 14,401 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 13,798 | $13.2 萬 | 0.00% | +13,798 | 新進 |
| Capital Investment Advisors, LLC | 13,500 | $12.9 萬 | 0.00% | −1,285−8.7% | 減碼 |
| Encompass More Asset Management | 12,630 | $12.1 萬 | 0.02% | 00.0% | 不變 |
| River Street Advisors LLC | 12,547 | $12.0 萬 | 0.04% | +12,547 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 12,474 | $11.9 萬 | 0.00% | +12,474 | 新進 |
| Collaborative Wealth Managment Inc. | 11,000 | $10.5 萬 | 0.04% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 10,922 | $10.5 萬 | 0.01% | +10,922 | 新進 |
| Benjamin Edwards Inc | 10,789 | $10.3 萬 | 0.00% | +10,789 | 新進 |
| Glen Eagle Advisors, LLC | 10,642 | $10.2 萬 | 0.01% | +10,642 | 新進 |
| Citadel Advisors LLC | 10,458 | $10.0 萬 | 0.00% | +10,458 | 新進 |
| First Trust Advisors LP | 10,235 | $9.79 萬 | 0.00% | +10,235 | 新進 |
| Gill Capital Partners, LLC | 10,189 | $9.75 萬 | 0.03% | 00.0% | 不變 |
| Virtu Financial LLC | 10,149 | $9.70 萬 | 0.00% | +10,149 | 新進 |
| Merit Financial Group, LLC | 10,025 | $9.59 萬 | 0.00% | +10,025 | 新進 |
| Tradewinds Capital Management, LLC | 9,891 | $9.47 萬 | 0.02% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 8,737 | $8.36 萬 | 0.00% | +7,970+1,039.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 8,641 | $8.27 萬 | 0.00% | +374+4.5% | 加碼 |
| Harbour Investments, Inc. | 8,566 | $8.20 萬 | 0.00% | −2,180−20.3% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 4,715 | $4.51 萬 | 0.01% | −2,337−33.1% | 減碼 |
| Ancora Advisors, LLC | 3,629 | $3.47 萬 | 0.00% | −306−7.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,484 | $3.33 萬 | 0.00% | +3,484 | 新進 |
| Garton & Associates Financial Advisors LLC | 3,417 | $3.27 萬 | 0.02% | +3,417 | 新進 |
| Vision Retirement, LLC | 2,567 | $2.46 萬 | 0.01% | +2,567 | 新進 |
| International Assets Investment Management, LLC | 2,537 | $2.43 萬 | 0.00% | +2,537 | 新進 |
| CWM, LLC | 1,855 | $1.80 萬 | 0.00% | +7+0.4% | 加碼 |
| Mascoma Wealth Management LLC | 1,411 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,348 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 1,334 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 1,210 | $1.16 萬 | 0.00% | +1,210 | 新進 |
| ORG Wealth Partners, LLC | 1,151 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 1,100 | $1.05 萬 | 0.00% | +1,100 | 新進 |