INVESCO MUN OPPORTUNITY TR's ticker is VMO and the CUSIP is 46132C107. A total of 75 filers reported holding INVESCO MUN OPPORTUNITY TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $245,669 | -35.9% | 24,372 | -38.1% | 0.00% | – |
| Q1 2024 | $383,308 | -9.8% | 39,394 | -10.9% | 0.00% | – |
| Q4 2023 | $424,836 | +16.8% | 44,208 | -0.0% | 0.00% | – |
| Q3 2023 | $363,837 | -13.0% | 44,209 | +0.0% | 0.00% | – |
| Q2 2023 | $418,178 | +57.2% | 44,205 | +98.2% | 0.00% | – |
| Q1 2019 | $266,000 | -0.4% | 22,298 | -6.7% | 0.00% | – |
| Q4 2018 | $267,000 | +54.3% | 23,898 | +58.3% | 0.00% | – |
| Q3 2018 | $173,000 | -27.6% | 15,098 | -25.8% | 0.00% | – |
| Q2 2018 | $239,000 | +35.0% | 20,349 | +34.5% | 0.00% | – |
| Q1 2018 | $177,000 | +15.7% | 15,129 | +24.1% | 0.00% | – |
| Q3 2014 | $153,000 | -50.3% | 12,192 | -50.0% | 0.00% | – |
| Q2 2014 | $308,000 | +106.7% | 24,384 | +100.0% | 0.00% | – |
| Q1 2014 | $149,000 | +4.2% | 12,194 | 0.0% | 0.00% | – |
| Q4 2013 | $143,000 | -64.4% | 12,194 | -64.2% | 0.00% | – |
| Q3 2013 | $402,000 | +108.3% | 34,102 | +130.0% | 0.00% | – |
| Q2 2013 | $193,000 | – | 14,827 | – | 0.00% | – |
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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% |