Skip to content
Disclosery

VMO INVESCO MUN OPPORTUNIT TR

Follow

COM (fund), issuer CIK 884152

109 managers (111 13F filers) reported a position in VMO shares at 2025-12-31, 19,311,585 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
109
13F filers
111
New
19
Added
36
Reduced
22
Sold out
13
Shares held by filers
19,311,585

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC4,042,713$38.7M1.83%+335,85613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,508,538$14.4M0.11%-32013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,467,258$14M<0.01%+414,57513F-HR/ATimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC1,174,056$11.2M4.71%+65,91613F-HRTimeline
UBS Group AGin group UBS Group AG1,134,539$10.9M<0.01%-188,85613F-HRTimelineGroup
LPL Financial LLC1,075,653$10.3M<0.01%+112,11013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC929,394$8.88M<0.01%-9,21813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC766,020$7.33M<0.01%+2,31013F-HRTimelineGroup
Advisors Asset Management, Inc.637,733$6.1M0.1%+191,24613F-HR/ATimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC623,992$5.97M0.12%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.613,220$5.87M0.2%-327,43313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN591,204$5.66M<0.01%+138,90413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding456,128$4.37M+41,760Timeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP400,314$3.83M<0.01%-35,86813F-HRTimelineGroup
Cambridge Investment Research Advisors,…311,828$2.98M0.01%+101,75713F-HRTimeline
Rareview Capital LLC286,911$2.63M1.71%+12,56613F-HRTimeline
MacKay Shields LLC205,338$1.97M0.07%-102,36713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…191,104$1.83M0.5%+1,30913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP158,117$1.51M<0.01%-51,73713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC145,786$1.4M0.08%+18113F-HRTimeline
Garner Asset Management Corp135,533$1.3M0.5%-5,57913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA134,967$1.29M<0.01%+63,39913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp124,443$1.19M<0.01%+10,00213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding118,040$1.13M+28,999Timeline
NewEdge Advisors, LLC101,419$971K<0.01%+13,78813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC93,230$892K<0.01%+16,38013F-HRTimeline
Gridiron Partners, LLC90,638$867K0.49%-1,412,19213F-HRTimeline
Worthington Financial Partners, LLC86,339$826K0.73%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,531$790K<0.01%+4,34913F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV73,000$699K0.09%013F-HRTimeline
Wealth Alliance Advisory Group, LLC69,805$668K0.11%+11,51513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …69,753$668K<0.01%013F-HRTimelineGroup
HUB Investment Partners, LLC67,285$644K0.02%-2,66313F-HRTimeline
Steward Partners Investment Advisory, L…66,004$632K<0.01%-15,15013F-HRTimeline
Concorde Asset Management, LLC63,692$610K0.24%+7,41113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.63,307$606K<0.01%-41,17113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62,924$602K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,762$514K<0.01%+2,60013F-HR/ATimelineGroup
PETRA FINANCIAL ADVISORS INC51,285$491K0.29%-6,37213F-HRTimeline
Garden State Investment Advisory Servic…48,600$465K0.11%+31,35013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC43,176$413K0.58%13F-HRTimeline
Live Oak Private Wealth LLC43,000$412K0.06%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.42,780$409K0.24%-69613F-HRTimeline
Janney Montgomery Scott LLC38,534$369K<0.01%-68013F-HRTimeline
CHOREO, LLC37,567$363K<0.01%+11,82313F-HRTimeline
AlphaCore Capital LLC33,699$322K0.01%+64813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,474$320K<0.01%+2,43513F-HRTimelineGroup
Nuveen, LLCin group TIAA32,559$312K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,938$306K<0.01%-3,77313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.31,179$298K0.01%+1,09313F-HRTimelineGroup
Burford Brothers, Inc.28,650$274K0.11%013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…28,550$273K0.03%013F-HRTimelineGroup
Insight Wealth Strategies, LLC27,479$263K0.03%+53013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,761$256K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,715$256K<0.01%new13F-HRTimelineGroup
SHUFRO ROSE & CO LLC25,500$244K0.02%+7,00013F-HRTimeline
Cetera Investment Advisers20,560$197K<0.01%-6,12813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT19,795$189K0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,611$188K<0.01%+28213F-HR/ATimelineGroup
Kercheville Advisors, LLC18,567$179K0.05%013F-HRTimeline
Ashton Thomas Private Wealth, LLC17,000$163K<0.01%+1,50013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,363$157K<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP15,625$149K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT15,411$147K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.15,000$144K0.04%013F-HRTimeline
Cresset Asset Management, LLC14,401$138K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,798$132K<0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC13,500$129K<0.01%-1,28513F-HRTimeline
Encompass More Asset Management12,630$121K0.02%013F-HRTimeline
River Street Advisors LLC12,547$120K0.04%new13F-HRTimeline
&PARTNERS12,474$119K<0.01%new13F-HRTimeline
Collaborative Wealth Managment Inc.11,000$105K0.04%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…10,922$105K0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,789$103K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC10,642$102K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,458$100K<0.01%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,235$97.9K<0.01%new13F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC10,189$97.5K0.03%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,149$97K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC10,025$95.9K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC9,891$94.7K0.02%013F-HRTimeline
Global Retirement Partners, LLC8,737$83.6K<0.01%+7,97013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,641$82.7K<0.01%+37413F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.8,566$82K<0.01%-2,18013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,715$45.1K0.01%-2,33713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,629$34.7K<0.01%-30613F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.3,484$33.3K<0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …3,417$32.7K0.02%13F-HRTimeline
Vision Retirement, LLC2,567$24.6K0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,537$24.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,855$18K<0.01%+713F-HRTimelineGroup
Mascoma Wealth Management LLC1,411$13.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,348$12.9K<0.01%013F-HRTimeline
MAI Capital Management1,334$12.8K<0.01%013F-HRTimeline
SageView Advisory Group, LLC1,210$11.6K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,151$11K<0.01%013F-HRTimelineGroup
TSFG, LLC1,136$11K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,100$10.5K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,088$10.4K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC965$9.23K0.01%+49413F-HRTimeline
Farther Finance Advisors, LLC886$8.48K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.885$8.47K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC445$4.26K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$3.83K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.254$2.43K<0.01%013F-HRTimeline
COMERICA BANK133$1.27K<0.01%+6013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC103$986<0.01%+9913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\28$268<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14$134<0.01%-913F-HRTimelineGroup