Steward Partners Investment Advisory, LLC
Position in VMO — Invesco Municipal Opportunity Trust
CIK 1723397
STAMFORD, CT
Position in VMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$681,128
+$34,353 QoQ
Shares Held
69,010
+1.5% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 110 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. VMO ranks #97 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in VMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,128 | 69,010 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $646,775 | 68,010 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $631,658 | 66,004 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $784,759 | 81,154 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $796,980 | 86,817 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,159,867 | 122,220 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,119,675 | 115,193 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,045,783 | 101,829 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $854,300 | 84,752 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $792,352 | 81,434 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $726,304 | 75,578 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $477,603 | 58,032 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $539,267 | 57,005 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $559,611 | 57,045 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $616,312 | 62,191 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $469,802 | 51,570 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $485,138 | 46,964 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $451,255 | 39,411 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $520,498 | 37,690 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $493,538 | 36,051 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $463,556 | 34,085 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $485,999 | 36,874 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $371,318 | 28,964 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $287,817 | 23,553 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $235,231 | 19,834 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $210,130 | 18,352 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||