Insight Wealth Strategies, LLC
Position in VMO — Invesco Municipal Opportunity Trust
CIK 1749914
SAN RAMON, CA
Position in VMO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$281,867
+$15,435 QoQ
Shares Held
28,558
+1.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#50
of 110 holders
Holding Since
Dec 2024
7 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, 2026Insight Wealth Strategies, LLC holds $663,283 across 3 Asset Management names. VMO ranks #1 (42.5% of the industry book) .
All Filings in VMO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,867 | 28,558 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $266,432 | 28,016 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $262,974 | 27,479 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $260,596 | 26,949 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $242,443 | 26,410 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $245,582 | 25,878 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $246,722 | 25,383 | Shares | Sole | 2025-01-06 | |
| No filing history on record for this holder in this stock. | ||||||