INVESCO MUN OPPORTUNITY TR's ticker is VMO and the CUSIP is 46132C107. A total of 70 filers reported holding INVESCO MUN OPPORTUNITY TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $174,000 | +30.8% | 14,200 | +26.5% | 0.01% | +20.0% |
| Q2 2020 | $133,000 | -12.5% | 11,225 | -8.0% | 0.01% | 0.0% |
| Q3 2019 | $152,000 | -36.7% | 12,200 | -37.5% | 0.01% | -37.5% |
| Q2 2019 | $240,000 | +21.8% | 19,505 | +18.9% | 0.01% | +14.3% |
| Q1 2019 | $197,000 | -1.0% | 16,405 | -8.4% | 0.01% | -12.5% |
| Q4 2018 | $199,000 | +26.8% | 17,905 | +30.6% | 0.01% | +60.0% |
| Q3 2018 | $157,000 | +9.8% | 13,713 | +12.7% | 0.01% | 0.0% |
| Q2 2018 | $143,000 | 0.0% | 12,168 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $143,000 | -5.3% | 12,168 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $151,000 | -5.0% | 12,168 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $159,000 | -4.8% | 12,168 | -3.9% | 0.01% | 0.0% |
| Q2 2017 | $167,000 | +7.1% | 12,668 | +5.6% | 0.01% | -12.5% |
| Q1 2017 | $156,000 | +2.0% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $153,000 | -10.5% | 12,000 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $171,000 | +33.6% | 12,000 | +14.1% | 0.01% | +50.0% |
| Q2 2015 | $128,000 | -13.5% | 10,520 | -8.7% | 0.01% | -40.0% |
| Q1 2015 | $148,000 | -21.3% | 11,523 | -21.7% | 0.01% | -28.6% |
| Q4 2014 | $188,000 | +9.3% | 14,708 | +7.5% | 0.01% | 0.0% |
| Q3 2014 | $172,000 | – | 13,688 | – | 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% |