PLANNING ALTERNATIVES LTD /ADV - INVESCO MUN OPPORTUNITY TR ownership

INVESCO MUN OPPORTUNITY TR's ticker is VMO and the CUSIP is 46132C107. A total of 72 filers reported holding INVESCO MUN OPPORTUNITY TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PLANNING ALTERNATIVES LTD /ADV ownership history of INVESCO MUN OPPORTUNITY TR
ValueSharesWeighting
Q2 2024$393,120
+39.3%
39,000
+34.5%
0.06%
+39.1%
Q1 2024$282,170
+22.3%
29,000
+20.8%
0.05%
+15.0%
Q4 2023$230,640
+16.8%
24,0000.0%0.04%
+5.3%
Q3 2023$197,520
-0.6%
24,000
+14.3%
0.04%
+2.7%
Q2 2023$198,660
+1.3%
21,000
+5.0%
0.04%
-2.6%
Q1 2023$196,200
-1.0%
20,0000.0%0.04%
+5.6%
Q4 2022$198,200
+12.0%
20,000
+26.2%
0.04%
-2.7%
Q4 2018$177,000
-2.2%
15,8420.0%0.04%
+19.4%
Q3 2018$181,000
-2.7%
15,8420.0%0.03%
-6.1%
Q2 2018$186,0000.0%15,8420.0%0.03%
-2.9%
Q1 2018$186,000
-5.1%
15,8420.0%0.03%
-2.9%
Q4 2017$196,000
+7.1%
15,842
+12.8%
0.04%
+2.9%
Q3 2017$183,000
-0.5%
14,0420.0%0.03%
-2.9%
Q2 2017$184,000
+1.1%
14,0420.0%0.04%0.0%
Q1 2017$182,000
+1.7%
14,042
-0.1%
0.04%
-5.4%
Q4 2016$179,000
-10.5%
14,0500.0%0.04%
-14.0%
Q3 2016$200,000
-21.3%
14,050
-17.6%
0.04%
-21.8%
Q2 2016$254,000
+6.7%
17,0500.0%0.06%
+3.8%
Q1 2016$238,000
+5.8%
17,0500.0%0.05%
+1.9%
Q4 2015$225,000
+5.1%
17,0500.0%0.05%
-1.9%
Q3 2015$214,000
+2.9%
17,0500.0%0.05%
+20.5%
Q2 2015$208,000
-5.9%
17,0500.0%0.04%
-12.0%
Q1 2015$221,000
+0.9%
17,0500.0%0.05%
+6.4%
Q4 2014$219,000
+2.3%
17,0500.0%0.05%
-11.3%
Q3 2014$214,000
-0.5%
17,0500.0%0.05%0.0%
Q2 2014$215,000
+3.4%
17,0500.0%0.05%
-13.1%
Q1 2014$208,000
+4.0%
17,0500.0%0.06%0.0%
Q4 2013$200,000
-0.5%
17,0500.0%0.06%
-34.4%
Q3 2013$201,000
-14.5%
17,050
-5.5%
0.09%
-30.6%
Q2 2013$235,00018,0500.13%
Other shareholders
INVESCO MUN OPPORTUNITY TR shareholders Q1 2015
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