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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $108,685 | -13.0% | 13,206 | 0.0% | 0.04% | -10.4% |
| Q2 2023 | $124,929 | -4.5% | 13,206 | 0.0% | 0.05% | -14.3% |
| Q4 2022 | $130,871 | +9.1% | 13,206 | 0.0% | 0.06% | +3.7% |
| Q3 2022 | $120,000 | -11.8% | 13,206 | 0.0% | 0.05% | -15.6% |
| Q2 2022 | $136,000 | -9.9% | 13,206 | 0.0% | 0.06% | +4.9% |
| Q1 2022 | $151,000 | – | 13,206 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NEW VERNON INVESTMENT MANAGEMENT LLC | 496,000 | $6,532,000 | 4.96% |
| Edmonds Duncan Registered Investment Advisors, LLC | 131,101 | $1,727,000 | 1.19% |
| Summit Financial Wealth Advisors, LLC | 117,375 | $1,546,000 | 0.71% |
| FCA CORP /TX | 73,695 | $971,000 | 0.56% |
| Peregrine Asset Advisers, Inc. | 45,129 | $594,000 | 0.51% |
| Karpus Management, Inc. | 860,645 | $11,335,000 | 0.51% |
| JFS WEALTH ADVISORS, LLC | 132,670 | $1,747,000 | 0.50% |
| Tradewinds Capital Management, LLC | 34,700 | $457,000 | 0.33% |
| Greenwich Wealth Management LLC | 77,722 | $1,024,000 | 0.25% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 40,748 | $537,000 | 0.19% |