PLANNING ALTERNATIVES LTD /ADV
Position in VMO — Invesco Municipal Opportunity Trust
CIK 712011
BIRMINGHAM, MI
Position in VMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,016,610
+$37,080 QoQ
Shares Held
103,000
0.0% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#23
of 110 holders
Holding Since
Dec 2022
15 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $1,240,889 across 2 Asset Management names. VMO ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMO |
Invesco Municipal Opportunity Trust
This page
|
103,000 | $1,016,610 | |
| 2 | BX |
Blackstone Inc.
|
1,906 | $224,279 |
All Filings in VMO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,610 | 103,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $979,530 | 103,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $698,610 | 73,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $705,910 | 73,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $670,140 | 73,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $692,770 | 73,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $379,080 | 39,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $400,530 | 39,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $393,120 | 39,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $282,170 | 29,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $230,640 | 24,000 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $197,520 | 24,000 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $198,660 | 21,000 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $196,200 | 20,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $198,200 | 20,000 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||