Modera Wealth Management, LLC - INVESCO MUN OPPORTUNITY TR ownership

INVESCO MUN OPPORTUNITY TR's ticker is VMO and the CUSIP is 46132C107. A total of 109 filers reported holding INVESCO MUN OPPORTUNITY TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of INVESCO MUN OPPORTUNITY TR
ValueSharesWeighting
Q3 2023$87,507
-13.0%
10,6330.0%0.00%0.0%
Q2 2023$100,586
-2.5%
10,633
+1.2%
0.00%
-50.0%
Q1 2023$103,123
-1.0%
10,5120.0%0.00%0.0%
Q4 2022$104,174
+8.5%
10,5120.0%0.00%
-20.0%
Q3 2022$96,000
-11.9%
10,5120.0%0.01%0.0%
Q2 2022$109,000
-9.2%
10,5120.0%0.01%0.0%
Q1 2022$120,00010,5120.01%
Other shareholders
INVESCO MUN OPPORTUNITY TR shareholders Q2 2023
NameSharesValueWeighting ↓
NEW VERNON INVESTMENT MANAGEMENT LLC 496,000$6,532,0004.96%
Edmonds Duncan Registered Investment Advisors, LLC 131,101$1,727,0001.19%
Summit Financial Wealth Advisors, LLC 117,375$1,546,0000.71%
FCA CORP /TX 73,695$971,0000.56%
Peregrine Asset Advisers, Inc. 45,129$594,0000.51%
Karpus Management, Inc. 860,645$11,335,0000.51%
JFS WEALTH ADVISORS, LLC 132,670$1,747,0000.50%
Tradewinds Capital Management, LLC 34,700$457,0000.33%
Greenwich Wealth Management LLC 77,722$1,024,0000.25%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 40,748$537,0000.19%
View complete list of INVESCO MUN OPPORTUNITY TR shareholders