INVESCO MUN OPPORTUNITY TR's ticker is VMO and the CUSIP is 46132C107. A total of 115 filers reported holding INVESCO MUN OPPORTUNITY TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $102,000 | -31.6% | 10,119 | -34.0% | 0.01% | -33.3% |
| Q1 2024 | $149,210 | -24.0% | 15,335 | -25.0% | 0.01% | -20.0% |
| Q4 2023 | $196,371 | +28.3% | 20,434 | +9.9% | 0.02% | +50.0% |
| Q3 2023 | $153,053 | +28.8% | 18,597 | +48.1% | 0.01% | +25.0% |
| Q2 2023 | $118,818 | – | 12,560 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 111,325 | $1,445,000 | 0.63% |
| FCA CORP /TX | 88,177 | $1,145,000 | 0.54% |
| JFS WEALTH ADVISORS, LLC | 142,076 | $1,810,000 | 0.49% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 56,774 | $737,000 | 0.23% |
| SIT INVESTMENT ASSOCIATES INC | 516,786 | $6,708,000 | 0.17% |
| Edmonds Duncan Registered Investment Advisors, LLC | 35,220 | $458,000 | 0.12% |
| Berkeley Capital Partners, LLC | 11,145 | $145,000 | 0.10% |
| Greenwich Wealth Management LLC | 56,169 | $729,000 | 0.10% |
| Essex Financial Services, Inc. | 7,304 | $261,000 | 0.06% |
| IFC Holdings Incorporated/FL | 41,623 | $541,000 | 0.05% |