INVESCO MUN OPPORTUNIT TR (VMO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
106
Reporting holders
$155.8M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $16.9M | 1,711,573 | 0.00% | 35q | +12.2%+$1.8M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $16.8M | 1,703,324 | 0.80% | 18q | -37.7%-$10.2M |
| LPL Financial LLC | $14.9M | 1,506,124 | 0.00% | 31q | -1.8%-$269.4K |
| GUGGENHEIM CAPITAL LLC | $13.6M | 1,380,117 | 0.09% | 31q | -8.1%-$1.2M |
| Hennion & Walsh Asset Management, Inc. | $12.6M | 1,277,578 | 0.36% | 18q | +89.8%+$6.0M |
| UBS Group AG | $9.9M | 999,416 | 0.00% | 31q | -6.1%-$637.1K |
| Advisors Asset Management, Inc. | $8.6M | 869,326 | 0.13% | 7q | +17.4%+$1.3M |
| RAYMOND JAMES FINANCIAL INC | $7.9M | 799,317 | 0.00% | 7q | +1.3%+$102.9K |
| WELLS FARGO & COMPANY/MN | $6.1M | 613,958 | 0.00% | 31q | -49.2%-$5.9M |
| Kestra Advisory Services, LLC | $5.5M | 552,198 | 0.02% | 10q | +5.4%+$280.2K |
| VAN ECK ASSOCIATES CORP | $4.5M | 451,018 | 0.00% | 31q | +1.6%+$68.3K |
| Garden State Investment Advisory Services LLC | $3.4M | 345,925 | 0.62% | 4q | +5.8%+$186.5K |
| Wakefield Asset Management LLLP | $2.3M | 231,479 | 0.51% | 15q | +11.6%+$238.2K |
| OSAIC HOLDINGS, INC. | $1.9M | 190,532 | 0.00% | 26q | +134.9%+$1.1M |
| ROYAL BANK OF CANADA | $1.8M | 185,817 | 0.00% | 31q | +9.6%+$160.4K |
| STIFEL FINANCIAL CORP | $1.7M | 171,832 | 0.00% | 31q | +3.7%+$60.0K |
| Fiera Capital Corp | $1.6M | 160,932 | 0.01% | 2q | -3.7%-$61.6K |
| JFS WEALTH ADVISORS, LLC | $1.4M | 146,154 | 0.07% | 31q | HELD |
| Garner Asset Management Corp | $1.4M | 138,563 | 0.44% | 31q | +1.9%+$26.1K |
| NewEdge Advisors, LLC | $1.4M | 137,771 | 0.00% | 9q | +8.6%+$107.5K |
| PLANNING ALTERNATIVES LTD /ADV | $1.0M | 103,000 | 0.11% | 15q | HELD |
| Wealth Alliance Advisory Group, LLC | $947.1K | 95,961 | 0.14% | 7q | -11.7%-$125.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $884.4K | 89,607 | 0.00% | 31q | -2.5%-$22.7K |
| Worthington Financial Partners, LLC | $851.5K | 86,266 | 0.70% | 3q | HELD |
| ROBINSON CAPITAL MANAGEMENT, LLC | $754.7K | 76,465 | 0.33% | 18q | -89.9%-$6.7M |
| JANE STREET GROUP, LLC | $749.9K | 75,976 | 0.00% | 3q | +194.1%+$494.9K |
| Summit Trail Advisors, LLC | $689.4K | 69,850 | 0.01% | 2q | -4.1%-$29.2K |
| Steward Partners Investment Advisory, LLC | $681.1K | 69,010 | 0.00% | 29q | +1.5%+$9.9K |
| BANK OF AMERICA CORP /DE/ | $644.7K | 65,322 | 0.00% | 31q | +54.5%+$227.5K |
| PNC Financial Services Group, Inc. | $621.0K | 62,920 | 0.00% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $616.7K | 62,987 | 0.00% | 31q | -91.2%-$6.4M |
| Invesco Ltd. | $593.1K | 60,091 | 0.00% | 11q | -5.5%-$34.3K |
| PETRA FINANCIAL ADVISORS INC | $572.9K | 58,046 | 0.27% | 15q | HELD |
| Concurrent Investment Advisors, LLC | $528.6K | 53,559 | 0.00% | 11q | +40.1%+$151.2K |
| GOLDMAN SACHS GROUP INC | $510.3K | 51,706 | 0.00% | 11q | +1.5%+$7.3K |
| Burford Brothers, Inc. | $480.6K | 48,690 | 0.18% | 5q | HELD |
| Stratos Wealth Partners, LTD. | $465.6K | 47,174 | 0.00% | 3q | +28.5%+$103.2K |
| Live Oak Private Wealth LLC | $424.4K | 43,000 | 0.05% | 7q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $422.7K | 42,828 | 0.23% | 15q | HELD |
| CITADEL ADVISORS LLC | $416.7K | 42,217 | 0.00% | new | NEW |
| CHOREO, LLC | $376.6K | 38,160 | 0.00% | 9q | +2.1%+$7.8K |
| XTX Topco Ltd | $373.7K | 37,859 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $345.6K | 35,014 | 0.01% | 6q | +1.9%+$6.5K |
| Nuveen, LLC | $321.4K | 32,559 | 0.00% | 6q | HELD |
| PURSUIT WEALTH STRATEGIES, LLC | $316.6K | 32,081 | 0.41% | 3q | -22.7%-$92.9K |
| HUB Investment Partners, LLC | $294.7K | 29,859 | 0.01% | 23q | -5.7%-$18.0K |
| Insight Wealth Strategies, LLC | $282.7K | 28,558 | 0.03% | 7q | +1.9%+$5.4K |
| Alaska Wealth Advisors, LLC | $281.8K | 28,550 | 0.03% | 25q | HELD |
| HARBOUR INVESTMENTS, INC. | $279.8K | 28,352 | 0.00% | 21q | +1.3%+$3.5K |
| Ashton Thomas Private Wealth, LLC | $273.4K | 27,700 | 0.01% | 4q | +27.6%+$59.2K |
| Gridiron Partners, LLC | $269.4K | 27,298 | 0.14% | 11q | -65.3%-$506.4K |
| BROWN ADVISORY INC | $264.1K | 26,761 | 0.00% | 17q | HELD |
| Cetera Investment Advisers | $260.9K | 26,436 | 0.00% | 23q | +55.6%+$93.3K |
| ROTHSCHILD INVESTMENT LLC | $260.1K | 26,348 | 0.01% | 11q | +1854.6%+$246.8K |
| Clark Asset Management, LLC | $257.2K | 26,059 | 0.02% | new | NEW |
| Baird Financial Group, Inc. | $244.2K | 24,737 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $210.4K | 21,313 | 0.00% | 2q | +0.9%+$1.9K |
| SHUFRO ROSE & CO LLC | $202.3K | 20,500 | 0.01% | 29q | -19.6%-$49.3K |
| Rockefeller Capital Management L.P. | $196.1K | 19,870 | 0.00% | 4q | -33.5%-$99.0K |
| BAR HARBOR WEALTH MANAGEMENT | $195.4K | 19,795 | 0.01% | 15q | HELD |
| Kercheville Advisors, LLC | $183.3K | 18,567 | 0.06% | 23q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $174.3K | 17,664 | 0.00% | 12q | HELD |
| Focus Partners Wealth | $161.5K | 16,363 | 0.00% | 4q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $152.1K | 15,411 | 0.01% | 3q | HELD |
| Pinnacle Bancorp, Inc. | $148.1K | 15,000 | 0.04% | 13q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $147.3K | 14,925 | 0.00% | new | NEW |
| &PARTNERS | $144.7K | 14,661 | 0.00% | 3q | +44.8%+$44.7K |
| Cresset Asset Management, LLC | $142.1K | 14,400 | 0.00% | 17q | HELD |
| Private Advisor Group, LLC | $138.9K | 14,078 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $134.9K | 13,671 | 0.00% | new | NEW |
| Capital Investment Advisors, LLC | $133.2K | 13,500 | 0.00% | 31q | HELD |
| Worth Asset Management, LLC | $127.2K | 12,885 | 0.04% | new | NEW |
| Formidable Asset Management, LLC | $126.0K | 13,250 | 0.02% | new | NEW |
| River Street Advisors LLC | $123.8K | 12,547 | 0.04% | 3q | HELD |
| Berkeley Capital Partners, LLC | $122.3K | 12,387 | 0.03% | 2q | HELD |
| BENJAMIN EDWARDS INC | $110.5K | 11,191 | 0.00% | 3q | HELD |
| Collaborative Wealth Managment Inc. | $108.6K | 11,000 | 0.05% | 19q | HELD |
| US BANCORP \DE\ | $107.8K | 10,918 | 0.00% | 3q | +38892.9%+$107.5K |
| Mariner, LLC | $102.8K | 10,419 | 0.00% | 2q | +2.1%+$2.1K |
| Encompass More Asset Management | $102.7K | 10,410 | 0.01% | 8q | -17.6%-$21.9K |
| GILL CAPITAL PARTNERS, LLC | $100.6K | 10,189 | 0.03% | 16q | HELD |
| Tradewinds Capital Management, LLC | $97.6K | 9,891 | 0.02% | 8q | HELD |
| Global Retirement Partners, LLC | $93.1K | 9,433 | 0.00% | 12q | +8.0%+$6.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $90.9K | 9,206 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $70.5K | 7,148 | 0.00% | 31q | -2.9%-$2.1K |
| Clear Street Group Inc. | $42.7K | 4,325 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $38.0K | 3,855 | 0.00% | 3q | +10.7%+$3.7K |
| Chung Wu Investment Group, LLC | $29.6K | 3,000 | 0.02% | new | NEW |
| Ancora Advisors LLC | $29.4K | 2,979 | 0.00% | 18q | -9.4%-$3.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $25.7K | 2,592 | 0.00% | 3q | +1.6% |
| Vision Retirement, LLC | $25.3K | 2,567 | 0.01% | 3q | HELD |
| Ascentis Wealth Management, LLC | $22.7K | 12,511 | 0.00% | 8q | +987.0%+$20.6K |
| CoreCap Advisors, LLC | $16.8K | 1,700 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $14.8K | 1,500 | 0.00% | 4q | +200.0%+$9.9K |
| Mascoma Wealth Management LLC | $13.9K | 1,411 | 0.00% | 17q | HELD |
| WPG Advisers, LLC | $10.5K | 1,066 | 0.01% | 5q | +10.7%+$1.0K |
| Farther Finance Advisors, LLC | $8.7K | 886 | 0.00% | 6q | HELD |
| Geneos Wealth Management Inc. | $8.7K | 885 | 0.00% | 42q | HELD |
| Cambridge Investment Research Advisors, Inc. | $6.8K | 688,204 | 0.01% | 31q | +118.3%+$3.7K |
| SIT INVESTMENT ASSOCIATES INC | $6.2K | 623,992 | 0.12% | 31q | HELD |
Showing the largest 100 of 112 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 106 | $155.8M | 15,795,288 | 16 | 37 | 22 | 0.0% |
| Q1 2026 | 98 | $163.7M | 17,321,353 | 9 | 31 | 21 | 0.0% |
| Q4 2025 | 104 | $177.4M | 18,546,020 | 17 | 32 | 19 | 0.0% |
| Q3 2025 | 94 | $168.2M | 17,407,140 | 7 | 29 | 26 | 0.0% |
| Q2 2025 | 99 | $170.1M | 18,523,919 | 10 | 35 | 20 | 0.0% |
| Q1 2025 | 102 | $177.2M | 18,667,615 | 10 | 33 | 15 | 0.0% |
| Q4 2024 | 109 | $196.7M | 20,243,732 | 15 | 32 | 18 | 0.0% |
| Q3 2024 | 110 | $209.1M | 20,350,655 | 12 | 33 | 22 | 0.0% |
| Q2 2024 | 107 | $210.9M | 20,768,255 | 13 | 24 | 31 | 0.0% |
| Q1 2024 | 105 | $209.7M | 21,577,627 | 15 | 25 | 28 | 0.0% |
| Q4 2023 | 106 | $211.0M | 21,956,566 | 10 | 34 | 23 | 0.0% |
| Q3 2023 | 103 | $152.9M | 18,556,978 | 11 | 23 | 28 | 0.0% |
| Q2 2023 | 97 | $159.7M | 16,869,749 | 12 | 28 | 14 | 0.0% |
| Q1 2023 | 91 | $158.6M | 16,173,901 | 9 | 21 | 24 | 0.0% |
| Q4 2022 | 86 | $157.9M | 15,931,243 | 14 | 24 | 24 | 0.0% |
| Q3 2022 | 103 | $140.5M | 15,420,699 | 8 | 31 | 22 | 0.0% |
| Q2 2022 | 107 | $157.6M | 15,248,802 | 17 | 30 | 20 | 0.0% |
| Q1 2022 | 106 | $149.1M | 13,022,469 | 29 | 26 | 14 | 0.0% |
| Q4 2021 | 87 | $189.3M | 13,618,814 | 5 | 21 | 22 | 0.0% |
| Q3 2021 | 90 | $185.9M | 13,574,347 | 10 | 23 | 17 | 0.0% |
| Q2 2021 | 89 | $190.0M | 13,877,550 | 6 | 20 | 23 | 0.6% |
| Q1 2021 | 91 | $179.4M | 13,617,828 | 9 | 23 | 26 | 0.0% |
| Q4 2020 | 91 | $175.8M | 13,732,870 | 9 | 23 | 24 | 0.0% |
| Q3 2020 | 87 | $164.2M | 13,426,093 | 7 | 27 | 24 | 0.0% |
| Q2 2020 | 90 | $154.1M | 12,982,343 | 10 | 27 | 23 | 0.0% |
| Q1 2020 | 90 | $128.8M | 11,244,833 | 11 | 25 | 25 | 0.0% |
| Q4 2019 | 95 | $119.5M | 9,626,316 | 10 | 26 | 21 | 0.1% |
| Q3 2019 | 87 | $127.2M | 10,163,852 | 9 | 27 | 17 | 0.0% |
| Q2 2019 | 88 | $135.3M | 10,836,372 | 13 | 28 | 20 | 0.0% |
| Q1 2019 | 83 | $120.0M | 10,057,144 | 6 | 25 | 24 | 0.0% |
| Q4 2018 | 96 | $117.4M | 10,507,092 | 2 | 3 | 2 | 0.0% |