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。
2026 年第 1 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2026/3/31 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
- 106
- 較 2025 年第 4 季 −3 家
- 持有股數
- 1,786 萬
- 較 2025 年第 4 季 −144.6 萬 (−7.5%)
- 總市值
- $1.70 億
- 較 2025 年第 4 季 −$1,471 萬 (−8.0%)
- 新進機構
- 10
- 另有 40 家加碼
- 清倉機構
- 13
- 另有 25 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 2,732,276 | $2,598 萬 | 1.31% | −1,310,437−32.4% | 減碼 |
| LPL Financial LLC | 1,533,417 | $1,458 萬 | 0.00% | +457,764+42.6% | 加碼 |
| Morgan Stanley | 1,525,658 | $1,451 萬 | 0.00% | +58,400+4.0% | 加碼 |
| Guggenheim Capital LLC | 1,501,325 | $1,428 萬 | 0.11% | −7,213−0.5% | 減碼 |
| UBS Group AG | 1,063,970 | $1,012 萬 | 0.00% | −70,569−6.2% | 減碼 |
| Raymond James Financial Inc | 788,894 | $750.2 萬 | 0.00% | +22,874+3.0% | 加碼 |
| Robinson Capital Management, LLC | 758,771 | $730.7 萬 | 3.27% | −415,285−35.4% | 減碼 |
| Advisors Asset Management, Inc. | 740,403 | $704.1 萬 | 0.12% | +102,670+16.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 673,017 | $640.0 萬 | 0.22% | +59,797+9.8% | 加碼 |
| Sit Investment Associates Inc | 623,992 | $593.4 萬 | 0.12% | 00.0% | 不變 |
| Wells Fargo & Company | 604,368 | $574.8 萬 | 0.00% | +13,164+2.2% | 加碼 |
| Kestra Advisory Services, LLC | 523,813 | $498.1 萬 | 0.02% | +85,183+19.4% | 加碼 |
| Van Eck Associates Corp | 444,103 | $422.3 萬 | 0.00% | +43,789+10.9% | 加碼 |
| Ameriprise Financial Inc | 356,174 | $338.7 萬 | 0.00% | −573,220−61.7% | 減碼 |
| Garden State Investment Advisory Services LLC | 327,025 | $311.0 萬 | 0.74% | +278,425+572.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 315,279 | $299.8 萬 | 0.01% | +3,451+1.1% | 加碼 |
| Wakefield Asset Management LLLP | 207,344 | $197.2 萬 | 0.52% | +16,240+8.5% | 加碼 |
| Royal Bank of Canada | 169,567 | $161.2 萬 | 0.00% | +34,600+25.6% | 加碼 |
| Fiera Capital Corp | 167,172 | $159.0 萬 | 0.01% | +167,172 | 新進 |
| Stifel Financial Corp | 165,754 | $157.6 萬 | 0.00% | +7,637+4.8% | 加碼 |
| JFS Wealth Advisors, LLC | 145,969 | $138.8 萬 | 0.08% | +183+0.1% | 加碼 |
| Garner Asset Management Corp | 135,921 | $128.5 萬 | 0.50% | +388+0.3% | 加碼 |
| GWM Advisors LLC | 126,875 | $120.7 萬 | 0.00% | +25,456+25.1% | 加碼 |
| Mackay Shields LLC | 126,255 | $120.1 萬 | 0.04% | −79,083−38.5% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 108,644 | $103.3 萬 | 0.16% | +38,839+55.6% | 加碼 |
| Planning Alternatives Ltd | 103,000 | $98.0 萬 | 0.13% | +30,000+41.1% | 加碼 |
| Commonwealth Equity Services, LLC | 91,907 | $87.4 萬 | 0.00% | −1,323−1.4% | 減碼 |
| Worthington Financial Partners, LLC | 86,318 | $82.1 萬 | 0.71% | −210.0% | 減碼 |
| Advisor Group Holdings, Inc. | 81,119 | $77.1 萬 | 0.00% | −1,412−1.7% | 減碼 |
| Gridiron Partners, LLC | 78,605 | $74.8 萬 | 0.46% | −12,033−13.3% | 減碼 |
| Summit Trail Advisors, LLC | 72,805 | $69.2 萬 | 0.01% | +72,805 | 新進 |
| Steward Partners Investment Advisory, LLC | 68,010 | $64.7 萬 | 0.00% | +2,006+3.0% | 加碼 |
| Invesco Ltd. | 63,566 | $60.5 萬 | 0.00% | +259+0.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 62,924 | $59.8 萬 | 0.00% | 00.0% | 不變 |
| Petra Financial Advisors Inc | 57,915 | $55.1 萬 | 0.34% | +6,630+12.9% | 加碼 |
| Goldman Sachs Group Inc | 50,962 | $48.5 萬 | 0.00% | −2,800−5.2% | 減碼 |
| Concorde Asset Management, LLC | 49,948 | $47.5 萬 | 0.23% | −13,744−21.6% | 減碼 |
| Burford Brothers, Inc. | 48,690 | $46.3 萬 | 0.19% | +20,040+69.9% | 加碼 |
| Live Oak Private Wealth LLC | 43,000 | $40.9 萬 | 0.06% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 42,927 | $40.8 萬 | 0.00% | +4,393+11.4% | 加碼 |
| Melfa Wealth Management, LLC | 42,804 | $40.7 萬 | 0.23% | +24+0.1% | 加碼 |
| Bank of America Corp | 42,274 | $40.2 萬 | 0.00% | +10,336+32.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 42,230 | $40.2 萬 | 0.00% | −27,523−39.5% | 減碼 |
| Pursuit Wealth Strategies, LLC | 41,491 | $39.5 萬 | 0.55% | −1,685−3.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 38,241 | $36.4 萬 | 0.00% | +4,767+14.2% | 加碼 |
| RSM US Wealth Management LLC | 37,366 | $35.5 萬 | 0.00% | −201−0.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 36,721 | $34.9 萬 | 0.00% | +7,722+26.6% | 加碼 |
| AlphaCore Capital LLC | 34,352 | $32.7 萬 | 0.01% | +653+1.9% | 加碼 |
| Nuveen, LLC | 32,559 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 31,678 | $30.1 萬 | 0.01% | −35,607−52.9% | 減碼 |
| Rockefeller Capital Management L.P. | 29,896 | $28.4 萬 | 0.00% | +10,285+52.4% | 加碼 |
| APCM Wealth Management for Individuals | 28,550 | $27.2 萬 | 0.03% | 00.0% | 不變 |
| CWM, LLC | 28,329 | $26.9 萬 | 0.00% | +26,474+1,427.2% | 加碼 |
| Insight Wealth Strategies, LLC | 28,016 | $26.6 萬 | 0.03% | +537+2.0% | 加碼 |
| Harbour Investments, Inc. | 27,994 | $26.6 萬 | 0.00% | +19,428+226.8% | 加碼 |
| Brown Advisory Inc | 26,761 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 25,834 | $24.6 萬 | 0.00% | −881−3.3% | 減碼 |
| Shufro Rose & Co LLC | 25,500 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 21,700 | $20.6 萬 | 0.00% | +4,700+27.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 21,302 | $20.3 萬 | 0.01% | −67,739−76.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 21,119 | $20.1 萬 | 0.00% | +21,119 | 新進 |
| Charter Trust Co | 19,795 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 18,567 | $17.7 萬 | 0.06% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 17,600 | $16.7 萬 | 0.00% | +102+0.6% | 加碼 |
| Cetera Investment Advisers | 16,987 | $16.2 萬 | 0.00% | −3,573−17.4% | 減碼 |
| Colony Group, LLC | 16,363 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 15,983 | $15.2 萬 | 0.01% | +5,834+57.5% | 加碼 |
| Boothbay Fund Management, LLC | 15,680 | $14.9 萬 | 0.00% | +15,680 | 新進 |
| Hollencrest Capital Management | 15,411 | $14.7 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 15,000 | $14.3 萬 | 0.04% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 14,400 | $13.7 萬 | 0.00% | −10.0% | 減碼 |
| Capital Investment Advisors, LLC | 13,500 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Encompass More Asset Management | 12,630 | $12.0 萬 | 0.02% | 00.0% | 不變 |
| River Street Advisors LLC | 12,547 | $11.9 萬 | 0.04% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 12,387 | $11.8 萬 | 0.03% | +12,387 | 新進 |
| Benjamin Edwards Inc | 11,191 | $10.6 萬 | 0.00% | +402+3.7% | 加碼 |
| Collaborative Wealth Managment Inc. | 11,000 | $10.5 萬 | 0.05% | 00.0% | 不變 |
| First Trust Advisors LP | 10,782 | $10.3 萬 | 0.00% | +547+5.3% | 加碼 |
| Gill Capital Partners, LLC | 10,189 | $9.69 萬 | 0.03% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 10,128 | $9.63 萬 | 0.00% | −2,346−18.8% | 減碼 |
| Mariner, LLC | 10,208 | $9.61 萬 | 0.00% | +10,208 | 新進 |
| Tradewinds Capital Management, LLC | 9,891 | $9.41 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 7,361 | $7.00 萬 | 0.00% | −1,280−14.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,483 | $3.31 萬 | 0.00% | −10.0% | 減碼 |
| Ancora Advisors, LLC | 3,288 | $3.13 萬 | 0.00% | −341−9.4% | 減碼 |
| Vision Retirement, LLC | 2,567 | $2.44 萬 | 0.01% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 2,551 | $2.44 萬 | 0.00% | +14+0.6% | 加碼 |
| Penserra Capital Management LLC | 1,490 | $1.40 萬 | 0.00% | +1,490 | 新進 |
| Mascoma Wealth Management LLC | 1,411 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,348 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 1,334 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 1,151 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 1,047 | $9,957 | 0.00% | +1,047 | 新進 |
| WPG Advisers, LLC | 963 | $9,158 | 0.01% | −2−0.2% | 減碼 |
| Farther Finance Advisors, LLC | 886 | $8,461 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 885 | $8,416 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 500 | $4,755 | 0.00% | +100+25.0% | 加碼 |
| Field & Main Bank | 492 | $4,679 | 0.00% | +492 | 新進 |
| Prestige Wealth Management Group LLC | 445 | $4,230 | 0.00% | 00.0% | 不變 |