PURSUIT WEALTH STRATEGIES, LLC
Position in VMO — Invesco Municipal Opportunity Trust
CIK 2116904
RALEIGH, NC
Position in VMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$316,639
-$77,940 QoQ
Shares Held
32,081
-22.7% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#48
of 110 holders
Holding Since
Dec 2025
3 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, 2026PURSUIT WEALTH STRATEGIES, LLC holds $2,924,317 across 5 Asset Management names. VMO ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
53,624 | $1,555,632 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
43,517 | $510,889 | |
| 3 | RJF |
Raymond James Financial Inc
|
2,633 | $400,294 | |
| 4 | VMO |
Invesco Municipal Opportunity Trust
This page
|
32,081 | $316,639 | |
| 5 | NUV |
Nuveen Municipal Value Fund Inc
|
15,278 | $140,863 |
All Filings in VMO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,639 | 32,081 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $394,579 | 41,491 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $413,194 | 43,176 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||