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Disclosery

VMO INVESCO MUN OPPORTUNIT TR

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COM (fund), issuer CIK 884152

108 managers (109 13F filers) reported a position in VMO shares at 2025-03-31, 20,560,654 shares in all. 10 filers opened a position and 17 filers sold out during the quarter.

Managers
108
13F filers
109
New
10
Added
41
Reduced
18
Sold out
17
Shares held by filers
20,560,654

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RIVERNORTH CAPITAL MANAGEMENT, LLC4,274,605$40.6M2.15%-69513F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC1,727,121$16.4M6.66%+30,00013F-HRTimeline
UBS Group AGin group UBS Group AG1,265,676$12M<0.01%+173,66813F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,241,991$11.8M0.28%-131,57413F-HRTimelineGroup
Karpus Management, Inc.1,188,432$11.3M0.37%-11,70013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,175,072$11.2M0.1%+229,80913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,084,043$10.3M0.46%-237,62213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC961,150$9.12M<0.01%+179,48913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY551,909$5.24M<0.01%+77,65413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC532,457$5.13M0.02%-28,38613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp533,887$5.07M0.02%-33,18213F-HRTimelineGroup
LPL Financial LLC532,899$5.06M<0.01%+80,65713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP411,697$3.91M0.01%-95,66513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC337,828$3.21M<0.01%+38,50813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding325,800$3.09M+60,649Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN288,366$2.74M<0.01%+79,96113F-HRTimelineGroup
Rareview Capital LLC281,164$2.67M1.69%-6,96813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.261,102$2.48M0.01%+226,64313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP236,720$2.25M<0.01%+35,06413F-HRTimelineGroup
Advisors Asset Management, Inc.215,382$2.04M0.04%+62,36513F-HR/ATimeline
MacKay Shields LLC207,705$1.97M0.06%+2,36713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…187,884$1.78M0.54%+1,30913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC145,239$1.38M0.09%+16913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC134,945$1.28M<0.01%013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…129,282$1.23M<0.01%+12,45913F-HRTimeline
Steward Partners Investment Advisory, L…122,220$1.16M0.01%+7,02713F-HRTimeline
Garner Asset Management Corp114,268$1.08M0.48%-2,98613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.111,426$1.06M<0.01%-39,94013F-HRTimelineGroup
Gridiron Partners, LLC90,638$860K0.55%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.89,695$851K0.05%+2,64413F-HRTimelineGroup
HUB Investment Partners, LLC88,367$839K0.03%-1,80313F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…84,363$801K0.05%013F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV73,000$693K0.11%+34,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…71,092$675K<0.01%+28,16813F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC63,600$604K0.09%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp63,528$603K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC63,360$601K<0.01%+7,44713F-HRTimeline
PETRA FINANCIAL ADVISORS INC57,440$545K0.45%013F-HRTimeline
NewEdge Advisors, LLC57,365$544K<0.01%+3,93713F-HRTimeline
Wealth Alliance Advisory Group, LLC53,540$508K0.11%+16,94013F-HRTimeline
ROTHSCHILD INVESTMENT LLC49,207$467K0.03%-19,50013F-HRTimeline
Dakota Wealth Management45,762$434K0.01%-13213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,400$421K<0.01%+6,42213F-HR/ATimelineGroup
Janney Montgomery Scott LLC43,738$415K<0.01%+5,12013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.43,428$412K0.28%+2213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …43,363$412K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,055$380K<0.01%+31013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…39,664$376K0.01%+13,52413F-HRTimelineGroup
Cetera Investment Advisers36,807$349K<0.01%+6,65513F-HRTimeline
Nuveen, LLCin group TIAA32,559$309K<0.01%13F-HRTimelineGroup
Quarry LP32,500$308K0.08%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,906$303K<0.01%+4,08813F-HRTimelineGroup
AlphaCore Capital LLC31,741$301K0.03%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.30,065$285K0.02%+1013F-HR/ATimelineGroup
Live Oak Private Wealth LLC30,000$285K0.05%+10,00013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP29,719$282K0.01%new13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…28,550$271K0.04%013F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd27,400$260K<0.01%-11,30013F-HRTimelineGroup
Insight Wealth Strategies, LLC25,878$246K0.03%+49513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,511$242K<0.01%013F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC24,966$237K<0.01%+1,68813F-HRTimeline
Summit Financial Wealth Advisors, LLC21,500$204K0.04%013F-HRTimeline
SIMON QUICK ADVISORS, LLC20,330$193K0.01%+79213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT19,795$188K0.01%013F-HRTimelineGroup
Formidable Asset Management, LLC18,850$179K0.03%new13F-HRTimeline
SHUFRO ROSE & CO LLC18,500$176K0.01%013F-HRTimeline
Capital Investment Advisors, LLC16,913$161K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,416$156K<0.01%new13F-HR/ATimelineGroup
Kercheville Advisors, LLC15,067$143K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.15,000$142K0.05%013F-HRTimeline
Permanent Capital Management, LP14,517$138K0.04%-1,13213F-HRTimeline
Cresset Asset Management, LLC14,400$137K<0.01%013F-HRTimeline
CHOREO, LLC13,826$131K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,964$123K<0.01%-1,36313F-HRTimelineGroup
Encompass More Asset Management12,937$123K0.04%013F-HRTimeline
Summit Trail Advisors, LLC12,717$121K<0.01%+41013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,389$118K0.02%013F-HRTimeline
Berkeley Capital Partners, LLC12,387$118K0.03%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…11,375$108K0.01%013F-HRTimelineGroup
Collaborative Wealth Managment Inc.11,000$104K0.05%013F-HRTimeline
Ackerman Capital Advisors, LLC10,211$96.9K0.03%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC10,189$96.7K0.03%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,175$96.6K<0.01%+6413F-HRTimelineGroup
Concorde Asset Management, LLC10,299$94.8K0.05%new13F-HRTimeline
Tradewinds Capital Management, LLC9,891$93.9K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,746$73.5K<0.01%013F-HRTimeline
Compass Wealth Management LLC6,831$64.8K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,167$49K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,163$39.5K<0.01%-13513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,700$25.6K<0.01%+2,17413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,171$20.6K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC2,000$19K0.01%013F-HRTimeline
Elequin Capital, LP1,932$18.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,836$17K<0.01%+613F-HRTimelineGroup
Mascoma Wealth Management LLC1,411$13.4K<0.01%013F-HRTimeline
MAI Capital Management1,334$12.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,247$11.8K<0.01%new13F-HR/ATimelineGroup
Geneos Wealth Management Inc.1,180$11.2K<0.01%+88513F-HRTimeline
TSFG, LLC1,136$11K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,151$11K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,088$9.8K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC886$8.45K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC728$6.91K<0.01%+913F-HRTimeline
Prestige Wealth Management Group LLC445$4.22K<0.01%013F-HR/ATimeline
SOA Wealth Advisors, LLC.254$2.41K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.115$1.09K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$76<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.