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Disclosery

VMO INVESCO MUN OPPORTUNIT TR

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COM (fund), issuer CIK 884152

105 managers (106 13F filers) reported a position in VMO shares at 2025-06-30, 19,767,234 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
105
13F filers
106
New
10
Added
41
Reduced
24
Sold out
12
Shares held by filers
19,767,234

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC4,264,520$39.1M2.16%-10,08513F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC1,727,121$15.9M6.65%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,456,238$13.4M0.11%+281,16613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,426,577$13.1M<0.01%+160,90113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,011,086$9.28M0.37%-72,95713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC834,383$7.66M<0.01%-126,76713F-HRTimelineGroup
Karpus Management, Inc.807,808$7.42M0.24%-380,62413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY758,894$6.97M<0.01%+206,98513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC747,429$6.85M<0.01%+409,60113F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC623,992$5.73M0.12%-617,99913F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp528,080$4.85M0.02%-5,80713F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP415,299$3.81M<0.01%+3,60213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN344,200$3.16M<0.01%+55,83413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding343,298$3.15M+17,498Timeline
Advisors Asset Management, Inc.325,818$2.99M0.05%+110,43613F-HR/ATimeline
MacKay Shields LLC307,705$2.82M0.09%+100,00013F-HRTimeline
Rareview Capital LLC261,114$2.4M1.51%-20,05013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP245,255$2.25M<0.01%+8,53513F-HRTimelineGroup
LPL Financial LLC189,846$1.74M<0.01%-343,05313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…185,274$1.7M0.48%-2,61013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.171,902$1.58M<0.01%-89,20013F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC145,421$1.33M0.08%+18213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC131,615$1.21M<0.01%-3,33013F-HRTimelineGroup
Cambridge Investment Research Advisors,…129,458$1.19M<0.01%+17613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.128,500$1.18M<0.01%+17,07413F-HRTimelineGroup
Garner Asset Management Corp125,998$1.16M0.53%+11,73013F-HRTimeline
Gridiron Partners, LLC90,638$832K0.52%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.89,695$823K0.04%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…86,817$797K0.01%-35,40313F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…84,363$774K0.05%013F-HRTimelineGroup
HUB Investment Partners, LLC76,186$699K0.02%-12,18113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,227$691K<0.01%+11,86713F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV73,000$670K0.09%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC72,026$661K<0.01%+55,61013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp69,375$637K<0.01%+5,84713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…67,008$615K<0.01%-4,08413F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC63,600$584K0.07%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management59,283$544K<0.01%new13F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC57,527$528K0.34%+8713F-HRTimeline
Wealth Alliance Advisory Group, LLC56,290$517K0.1%+2,75013F-HRTimeline
Cetera Investment Advisers50,483$463K<0.01%+13,67613F-HRTimeline
NewEdge Advisors, LLC45,303$416K<0.01%-12,06213F-HRTimeline
ROTHSCHILD INVESTMENT LLC45,207$415K0.03%-4,00013F-HRTimeline
Dakota Wealth Management45,000$413K0.01%-76213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,717$411K<0.01%+31713F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.43,452$399K0.25%+2413F-HRTimeline
Live Oak Private Wealth LLC43,000$395K0.06%+13,00013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …42,283$388K<0.01%-1,08013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/41,245$379K<0.01%+1,19013F-HRTimelineGroup
Janney Montgomery Scott LLC41,226$378K<0.01%-2,51213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,784$338K<0.01%+4,87813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.33,143$304K0.01%+3,07813F-HRTimelineGroup
Nuveen, LLCin group TIAA32,559$299K<0.01%013F-HRTimelineGroup
Quarry LP32,500$298K0.07%013F-HRTimeline
AlphaCore Capital LLC32,393$297K0.01%+65213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC32,187$295K<0.01%+6,67613F-HRTimelineGroup
Burford Brothers, Inc.28,650$263K0.12%new13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…28,550$262K0.04%013F-HRTimelineGroup
Ackerman Capital Advisors, LLC27,917$256K0.06%+17,70613F-HRTimeline
Insight Wealth Strategies, LLC26,410$244K0.03%+53213F-HRTimeline
RIVERBRIDGE PARTNERS LLC26,289$241K<0.01%+1,32313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,029$230K<0.01%-14,63513F-HRTimelineGroup
CHOREO, LLC20,957$192K<0.01%+7,13113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT19,795$182K0.01%013F-HRTimelineGroup
Formidable Asset Management, LLC18,850$179K0.03%013F-HRTimeline
SHUFRO ROSE & CO LLC18,500$176K0.01%013F-HRTimeline
Capital Investment Advisors, LLC16,913$155K<0.01%013F-HR/ATimeline
Kercheville Advisors, LLC16,067$147K0.05%+1,00013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,013$147K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.15,000$138K0.04%013F-HRTimeline
Cresset Asset Management, LLC14,401$132K<0.01%+113F-HR/ATimeline
Summit Trail Advisors, LLC13,270$122K<0.01%+55313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,964$119K<0.01%013F-HRTimelineGroup
Encompass More Asset Management12,630$116K0.03%-30713F-HRTimeline
Berkeley Capital Partners, LLC12,387$114K0.03%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…11,372$104K0.01%-313F-HRTimelineGroup
Collaborative Wealth Managment Inc.11,000$101K0.04%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,241$94K<0.01%+6613F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC10,189$93.5K0.03%013F-HRTimeline
Tradewinds Capital Management, LLC9,891$90.8K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,989$82.5K0.01%-3,40013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,746$71.1K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,661$70.3K<0.01%+5,49013F-HRTimelineGroup
Geneos Wealth Management Inc.4,214$38.7K<0.01%+3,03413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,025$36.9K<0.01%-13813F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,842$17K<0.01%+613F-HRTimelineGroup
Mascoma Wealth Management LLC1,411$13K<0.01%013F-HRTimeline
MAI Capital Management1,334$12.2K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,151$10.6K<0.01%013F-HRTimelineGroup
TSFG, LLC1,136$10K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,088$9.98K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC886$8.13K<0.01%013F-HRTimeline
Global Retirement Partners, LLC767$7.04K<0.01%13F-HRTimeline
Beacon Capital Management, LLC728$6.68K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC445$4.08K<0.01%013F-HR/ATimeline
NFSG Corp357$3.28K<0.01%new13F-HRTimeline
WPG Advisers, LLC276$2.53K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.254$2.33K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.172$1.58K<0.01%new13F-HRTimeline
COMERICA BANK40$366<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…35$321<0.01%+2713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/32$293<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8$73<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4$37<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.