Alaska Wealth Advisors, LLC
Position in VMO — Invesco Municipal Opportunity Trust
CIK 1731601
ANCHORAGE, AK
Position in VMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$281,788
+$10,278 QoQ
Shares Held
28,550
0.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#51
of 110 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Alaska Wealth Advisors, LLC holds $517,128 across 2 Asset Management names. VMO ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMO |
Invesco Municipal Opportunity Trust
This page
|
28,550 | $281,788 | |
| 2 | BX |
Blackstone Inc.
|
2,000 | $235,340 |
All Filings in VMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,788 | 28,550 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $271,510 | 28,550 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $273,223 | 28,550 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $276,078 | 28,550 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $262,089 | 28,550 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $270,939 | 28,550 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $277,506 | 28,550 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $293,208 | 28,550 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $287,784 | 28,550 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $277,791 | 28,550 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $274,365 | 28,550 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $234,966 | 28,550 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $270,083 | 28,550 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $280,075 | 28,550 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $282,930 | 28,550 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $260,090 | 28,550 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $294,921 | 28,550 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $326,897 | 28,550 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $394,275 | 28,550 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $555,129 | 40,550 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,204,280 | 88,550 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,059,091 | 232,101 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $3,858,461 | 300,972 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $4,283,317 | 350,517 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $5,141,511 | 433,517 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||