Geneos Wealth Management Inc. - INVESCO MUN OPPORTUNITY TR ownership

INVESCO MUN OPPORTUNITY TR's ticker is VMO and the CUSIP is 46132C107. A total of 3 filers reported holding INVESCO MUN OPPORTUNITY TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of INVESCO MUN OPPORTUNITY TR
ValueSharesWeighting
Q3 2023$4,074
+46.0%
495
+67.8%
0.00%
Q2 2023$2,791
-3.6%
2950.0%0.00%
Q1 2023$2,894
-1.0%
2950.0%0.00%
Q4 2022$2,923
+46.2%
2950.0%0.00%
Q3 2022$2,000
-75.0%
295
-64.9%
0.00%
Q2 2022$8,000
-11.1%
8410.0%0.00%
Q1 2022$9,000
-18.2%
8410.0%0.00%
Q4 2021$11,0000.0%8410.0%0.00%
Q3 2021$11,0000.0%8410.0%0.00%
Q2 2021$11,0000.0%8410.0%0.00%
Q1 2021$11,0000.0%841
-77.5%
0.00%
Q4 2020$11,000
+10.0%
3,742
+344.9%
0.00%
-100.0%
Q3 2020$10,000
-41.2%
841
-42.0%
0.00%0.0%
Q2 2020$17,000
+6.2%
1,4500.0%0.00%0.0%
Q1 2020$16,000
-76.1%
1,450
-73.4%
0.00%
-75.0%
Q4 2019$67,000
-1.5%
5,4500.0%0.00%0.0%
Q3 2019$68,000
+1.5%
5,4500.0%0.00%0.0%
Q2 2019$67,000
+3.1%
5,4500.0%0.00%0.0%
Q1 2019$65,000
+8.3%
5,4500.0%0.00%0.0%
Q4 2018$60,000
-29.4%
5,450
-26.9%
0.00%
-33.3%
Q3 2018$85,000
-15.0%
7,457
-12.8%
0.01%
-25.0%
Q2 2018$100,000
-25.4%
8,555
-25.3%
0.01%
-33.3%
Q1 2018$134,000
-5.6%
11,4560.0%0.01%
-7.7%
Q4 2017$142,000
-4.7%
11,4560.0%0.01%
-13.3%
Q3 2017$149,0000.0%11,4560.0%0.02%0.0%
Q2 2017$149,000
-22.4%
11,456
-22.8%
0.02%
-25.0%
Q1 2017$192,000
+120.7%
14,847
+116.8%
0.02%
+81.8%
Q4 2016$87,000
-10.3%
6,8470.0%0.01%
-15.4%
Q3 2016$97,000
-4.9%
6,8470.0%0.01%
-13.3%
Q2 2016$102,000
+6.2%
6,8470.0%0.02%0.0%
Q1 2016$96,0006,8470.02%
Other shareholders
INVESCO MUN OPPORTUNITY TR shareholders Q4 2023
NameSharesValueWeighting ↓
PT ASSET MANAGEMENT, LLC 172,200$2,135,0001.16%
MARINER INVESTMENT GROUP LLC 155,000$1,922,0000.80%
Garner Asset Management Corp 65,440$811,0000.68%
Karpus Management, Inc. 1,061,836$13,167,0000.61%
DOLIVER ADVISORS, LP 106,239$1,317,0000.53%
FinTrust Investment Advisory Services, LLC 45,000$558,0000.49%
ROBINSON CAPITAL MANAGEMENT, LLC 81,400$1,009,0000.48%
JFS WEALTH ADVISORS, LLC 149,353$1,852,0000.45%
FCA CORP /TX 90,219$1,119,0000.45%
Summit Financial Wealth Advisors, LLC 89,925$1,115,0000.38%
View complete list of INVESCO MUN OPPORTUNITY TR shareholders