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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $197,000 | -10.5% | 15,454 | +0.2% | 0.01% | -25.0% |
| Q3 2016 | $220,000 | +58.3% | 15,423 | +64.8% | 0.01% | +60.0% |
| Q2 2016 | $139,000 | -33.5% | 9,361 | -37.6% | 0.01% | -44.4% |
| Q1 2016 | $209,000 | +38.4% | 14,999 | +31.1% | 0.01% | +28.6% |
| Q4 2015 | $151,000 | +98.7% | 11,445 | +90.5% | 0.01% | +16.7% |
| Q3 2015 | $76,000 | +4.1% | 6,007 | 0.0% | 0.01% | +20.0% |
| Q2 2015 | $73,000 | +9.0% | 6,007 | +15.4% | 0.01% | 0.0% |
| Q1 2015 | $67,000 | +1016.7% | 5,207 | +941.4% | 0.01% | +400.0% |
| Q4 2014 | $6,000 | -76.9% | 500 | -75.4% | 0.00% | -66.7% |
| Q3 2014 | $26,000 | +333.3% | 2,036 | +307.2% | 0.00% | +200.0% |
| Q2 2014 | $6,000 | -90.3% | 500 | -90.0% | 0.00% | -75.0% |
| Q1 2014 | $62,000 | +113.8% | 5,000 | +100.0% | 0.00% | 0.0% |
| Q4 2013 | $29,000 | 0.0% | 2,500 | 0.0% | 0.00% | -20.0% |
| Q3 2013 | $29,000 | -71.8% | 2,500 | -68.4% | 0.01% | -76.2% |
| Q2 2013 | $103,000 | – | 7,923 | – | 0.02% | – |
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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% |