Summit Financial Wealth Advisors, LLC - INVESCO MUN OPPORTUNITY TR ownership

INVESCO MUN OPPORTUNITY TR's ticker is VMO and the CUSIP is 46132C107. A total of 105 filers reported holding INVESCO MUN OPPORTUNITY TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of INVESCO MUN OPPORTUNITY TR
ValueSharesWeighting
Q3 2023$294,935
-54.5%
34,455
-49.8%
0.07%
-52.0%
Q2 2023$648,720
-15.8%
68,575
-12.7%
0.15%
-18.0%
Q1 2023$770,821
-6.9%
78,575
-6.0%
0.18%
-8.5%
Q4 2022$828,228
-2.3%
83,575
-13.2%
0.20%
-18.0%
Q3 2022$848,000
-45.8%
96,275
-36.2%
0.24%
-34.8%
Q2 2022$1,564,000
-7.0%
150,825
+2.7%
0.37%
+10.0%
Q1 2022$1,681,000
-0.1%
146,825
+21.0%
0.34%
+4.3%
Q4 2021$1,683,000
+1.3%
121,3250.0%0.33%
-13.5%
Q3 2021$1,661,000
+0.7%
121,3250.0%0.38%
+1.1%
Q2 2021$1,650,000
+23.5%
121,325
+16.5%
0.37%
+9.7%
Q1 2021$1,336,000
+4.1%
104,175
-0.8%
0.34%
-2.9%
Q4 2020$1,283,000
-10.2%
105,025
-9.7%
0.35%
-8.1%
Q3 2020$1,429,000
+4.3%
116,275
+2.2%
0.38%
+4.4%
Q2 2020$1,370,000
+16.1%
113,775
+6.8%
0.36%
-1.9%
Q1 2020$1,180,000
-9.7%
106,575
+4.9%
0.37%
+17.0%
Q4 2019$1,307,000
-11.1%
101,575
-13.5%
0.32%
-11.9%
Q3 2019$1,471,000
+20.5%
117,375
+18.2%
0.36%
+20.7%
Q2 2019$1,221,000
-6.6%
99,290
-8.8%
0.30%
-13.3%
Q1 2019$1,307,000
+17.0%
108,900
+9.0%
0.34%
-4.7%
Q4 2018$1,117,000
-11.2%
99,900
-12.9%
0.36%
-3.7%
Q3 2018$1,258,000
-11.5%
114,720
-5.4%
0.38%
-20.8%
Q2 2018$1,422,0000.0%121,3250.0%0.48%
+1.7%
Q1 2018$1,422,000
+27.5%
121,325
+34.9%
0.47%
+21.9%
Q4 2017$1,115,000
-22.0%
89,925
-18.2%
0.38%
-26.3%
Q3 2017$1,430,000
-1.9%
109,925
-1.3%
0.52%
-9.7%
Q2 2017$1,457,000
+0.8%
111,3250.0%0.58%
-8.7%
Q1 2017$1,445,000
-1.6%
111,325
-3.4%
0.63%
-2.2%
Q4 2016$1,468,000
-11.8%
115,225
-1.3%
0.64%
-10.5%
Q3 2016$1,664,000
-9.5%
116,775
-5.3%
0.72%
-6.1%
Q2 2016$1,838,000
+11.2%
123,375
+4.2%
0.77%
+6.2%
Q1 2016$1,653,000
+6.9%
118,375
+0.9%
0.72%
+2.1%
Q4 2015$1,546,000
+6.3%
117,375
+1.5%
0.71%
-24.8%
Q3 2015$1,455,000
+21.9%
115,675
+18.2%
0.94%
+27.3%
Q2 2015$1,194,00097,8750.74%
Other shareholders
INVESCO MUN OPPORTUNITY TR shareholders Q3 2022
NameSharesValueWeighting ↓
Bramshill Investments, LLC 3,701,496$47,453,0003.28%
TCG Advisory Services, LLC 173,775$2,124,0000.97%
Alaska Wealth Advisors 300,972$3,858,0000.79%
Capital Wealth Alliance, LLC 80,335$1,055,0000.77%
RIVERNORTH CAPITAL MANAGEMENT, LLC 984,786$12,625,0000.75%
MARINER INVESTMENT GROUP LLC 27,314$350,0000.71%
JFS WEALTH ADVISORS, LLC 237,872$3,050,0000.64%
Quad-Cities Investment Group, LLC 49,820$639,0000.52%
Garner Asset Management Corp 63,383$813,0000.44%
FCA CORP /TX 89,379$1,146,0000.37%
View complete list of INVESCO MUN OPPORTUNITY TR shareholders