PETRA FINANCIAL ADVISORS INC

CIK

1971427

City

COLORADO SRPINGS

State / Country

CO

Stock

VMO — Invesco Municipal Opportunity Trust

Top Portfolio Positions

63 positions · $73,615,330 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
GLD	Spdr Gold Trust	24,344	$10,474,979	14.23%
OUNZ	VanEck Merk Gold ETF	138,452	$6,237,262	8.47%
GOF	Guggenheim Strategic Opportunities Fund Financial Services	469,379	$5,172,556	7.03%
NVDA	Nvidia Corp Technology	15,275	$2,663,960	3.62%
IAU	Ishares Gold Trust	24,759	$2,182,753	2.97%
CNX	CNX Resources Corp Energy	55,393	$2,135,400	2.90%
GE	General Electric Co Industrials	5,962	$1,691,836	2.30%
GEV	GE Vernova Inc. Industrials	1,851	$1,615,737	2.19%
VLO	Valero Energy Corp/Tx Energy	6,509	$1,608,243	2.18%
BRK-B	Berkshire Hathaway Inc Financial Services	3,252	$1,558,358	2.12%

Portfolio Trend

14 quarters · across all stocks

Holdings in VMO

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$550,771	57,915	+12.9%	Shares	Sole	2026-05-13
2025-12-31	$490,797	51,285	-11.1%	Shares	Sole	2026-01-21
2025-09-30	$557,543	57,657	+0.2%	Shares	Sole	2025-11-07
2025-06-30	$528,097	57,527	+0.2%	Shares	Sole	2025-08-01
2025-03-31	$545,105	57,440	0.0%	Shares	Sole	2025-04-22
2024-12-31	$558,316	57,440	0.0%	Shares	Sole	2025-02-10
2024-09-30	$589,908	57,440	0.0%	Shares	Sole	2024-10-28
2024-06-30	$578,995	57,440	0.0%	Shares	Sole	2024-07-18
2024-03-31	$558,891	57,440	0.0%	Shares	Sole	2024-04-23
2023-12-31	$551,998	57,440	0.0%	Shares	Sole	2024-01-29
2023-09-30	$472,731	57,440	-5.0%	Shares	Sole	2023-11-01
2023-06-30	$571,762	60,440	0.0%	Shares	Sole	2023-07-26
2023-03-31	$592,916	60,440	0.0%	Shares	Sole	2023-04-20
2022-12-31	$598,960	60,440	—	Shares	Sole	2023-04-10
No 13F history on record for this holder in this stock.