NewEdge Advisors, LLC - INVESCO MUN OPPORTUNITY TR ownership

INVESCO MUN OPPORTUNITY TR's ticker is VMO and the CUSIP is 46132C107. A total of 111 filers reported holding INVESCO MUN OPPORTUNITY TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of INVESCO MUN OPPORTUNITY TR
ValueSharesWeighting
Q2 2024$136,274
+10.5%
13,519
+5.3%
0.00%0.0%
Q4 2023$123,322
-2.4%
12,833
-16.4%
0.00%0.0%
Q3 2023$126,392
-26.1%
15,357
-15.1%
0.00%
-50.0%
Q2 2023$171,055
-0.0%
18,082
+0.3%
0.00%0.0%
Q1 2023$171,135
-3.7%
18,033
+0.5%
0.00%
-60.0%
Q4 2022$177,736
+9.0%
17,935
+0.5%
0.01%
+66.7%
Q3 2022$163,000
-9.4%
17,852
+2.2%
0.00%0.0%
Q2 2022$180,000
+7.8%
17,468
+19.8%
0.00%0.0%
Q1 2022$167,000
-26.4%
14,583
-11.1%
0.00%0.0%
Q4 2021$227,00016,4050.00%
Other shareholders
INVESCO MUN OPPORTUNITY TR shareholders Q3 2023
NameSharesValueWeighting ↓
Summit Financial Wealth Advisors, LLC 111,325$1,445,0000.63%
FCA CORP /TX 88,177$1,145,0000.54%
JFS WEALTH ADVISORS, LLC 142,076$1,810,0000.49%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 56,774$737,0000.23%
SIT INVESTMENT ASSOCIATES INC 516,786$6,708,0000.17%
Edmonds Duncan Registered Investment Advisors, LLC 35,220$458,0000.12%
Berkeley Capital Partners, LLC 11,145$145,0000.10%
Greenwich Wealth Management LLC 56,169$729,0000.10%
Essex Financial Services, Inc. 7,304$261,0000.06%
IFC Holdings Incorporated/FL 41,623$541,0000.05%
View complete list of INVESCO MUN OPPORTUNITY TR shareholders