Wellspring Financial Advisors, LLC - INVESCO MUN OPPORTUNITY TR ownership

INVESCO MUN OPPORTUNITY TR's ticker is VMO and the CUSIP is 46132C107. A total of 93 filers reported holding INVESCO MUN OPPORTUNITY TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of INVESCO MUN OPPORTUNITY TR
ValueSharesWeighting
Q1 2024$155,680
+1.2%
16,0000.0%0.02%
-34.2%
Q4 2023$153,760
+37.4%
16,000
+17.6%
0.04%
+15.2%
Q3 2023$111,928
-13.0%
13,6000.0%0.03%
-8.3%
Q2 2023$128,656
-3.6%
13,6000.0%0.04%
-10.0%
Q1 2023$133,416
-1.0%
13,6000.0%0.04%
-11.1%
Q4 2022$134,776
-34.6%
13,600
-24.4%
0.04%
-54.5%
Q1 2021$206,0000.0%18,0000.0%0.10%0.0%
Q1 2020$206,00018,0000.10%
Other shareholders
INVESCO MUN OPPORTUNITY TR shareholders Q1 2021
NameSharesValueWeighting ↓
PT ASSET MANAGEMENT, LLC 172,200$1,970,00014.35%
MARINER INVESTMENT GROUP LLC 132,401$1,515,0003.08%
Bramshill Investments, LLC 671,681$7,684,0001.99%
Karpus Management, Inc. 2,663,850$30,474,0001.23%
Garner Asset Management Corp 82,040$939,0000.71%
Dakota Wealth Management 179,458$2,053,0000.46%
JFS WEALTH ADVISORS, LLC 156,434$1,790,0000.46%
Summit Financial Wealth Advisors, LLC 114,720$1,258,0000.38%
FCA CORP /TX 83,282$953,0000.36%
ROBINSON CAPITAL MANAGEMENT, LLC 96,301$1,102,0000.33%
View complete list of INVESCO MUN OPPORTUNITY TR shareholders