Garden State Investment Advisory Services LLC
Position in VMO — Invesco Municipal Opportunity Trust
CIK 1965351
Red Bank, NJ
Position in VMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,414,279
+$304,272 QoQ
Shares Held
345,925
+5.8% QoQ
Ownership
0.513%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#13
of 110 holders
Holding Since
Sep 2025
4 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, 2026Garden State Investment Advisory Services LLC holds $9,076,051 across 18 Asset Management names. VMO ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMO |
Invesco Municipal Opportunity Trust
This page
|
345,925 | $3,414,279 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
45,841 | $765,544 | |
| 3 | BX |
Blackstone Inc.
|
5,869 | $690,605 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
21,739 | $599,779 | |
| 5 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
65,260 | $493,365 | |
| 6 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
51,645 | $427,104 | |
| 7 | MHD |
Blackrock Muniholdings Fund, Inc.
|
34,122 | $406,051 | |
| 8 | ARCC |
Ares Capital Corp
|
21,535 | $399,043 |
All Filings in VMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,414,279 | 345,925 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,110,007 | 327,025 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $465,102 | 48,600 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $166,807 | 17,250 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||