KESTRA PRIVATE WEALTH SERVICES, LLC

Position in VMO — Invesco Municipal Opportunity Trust

CIK 1649451 AUSTIN, TX

Position in VMO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$174,343

+$6,967 QoQ

Shares Held

17,664

+0.4% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#65

of 110 holders

Holding Since

Sep 2023

12 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $61,362,189 across 92 Asset Management names. VMO ranks #73 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	10,740	$10,327,154
2	BX	Blackstone Inc.	63,656	$7,490,401
3	BN	BROOKFIELD Corp /ON/	65,709	$2,798,546
4	CEF	Sprott Physical Gold & Silver Trust	51,444	$2,069,592
5	PHYS	Sprott Physical Gold Trust	62,900	$1,897,693
6	AMP	Ameriprise Financial Inc	3,884	$1,781,823
7	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	116,229	$1,607,447
8	CHY	Calamos Convertible & High Income Fund	110,076	$1,499,235

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$174,343	17,664	+0.4%	Shares	Sole	2026-07-28
2026-03-31	$167,376	17,600	+0.6%	Shares	Sole	2026-04-20
2025-12-31	$167,455	17,498	+0.6%	Shares	Sole	2026-01-29
2025-09-30	$168,228	17,397	+0.6%	Shares	Sole	2025-11-17
2025-06-30	$158,768	17,295	+0.6%	Shares	Sole	2025-08-07
2025-03-31	$163,161	17,193	-12.2%	Shares	Sole	2025-05-05
2024-12-31	$190,239	19,572	+12.1%	Shares	Sole	2025-01-28
2024-09-30	$179,273	17,456	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$175,371	17,398	+0.3%	Shares	Sole	2024-08-12
2024-03-31	$168,844	17,353	+2.8%	Shares	Sole	2024-05-02
2023-12-31	$162,159	16,874	+0.1%	Shares	Sole	2024-02-05
2023-09-30	$138,798	16,865	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.