Jfs Wealth Advisors, LLC Invesco Municipal Opportunity Trust Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Municipal Opportunity Trust stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 145,421 shares of VMO stock, worth $1.34 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
145,421
Previous 145,239 0.13%
Holding current value
$1.34 Million
Previous $1.38 Million 3.19%
% of portfolio
0.09%
Previous 0.09%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$9.0 - $9.58 $1,638 - $1,743
182 Added 0.13%
145,421 $1.33 Million
Q1 2025

Apr 22, 2025
BUY
$9.44 - $9.93 $1,595 - $1,678
169 Added 0.12%
145,239 $1.38 Million
Q4 2024

Jan 30, 2025
BUY
$9.47 - $10.33 $1,534 - $1,673
162 Added 0.11%
145,070 $1.41 Million
Q3 2024

Oct 25, 2024
BUY
$9.87 - $10.38 $1.35 Million - $1.42 Million
136,528 Added 1629.21%
144,908 $1.49 Million
Q2 2024

Jul 15, 2024
BUY
$9.24 - $10.11 $1,090 - $1,192
118 Added 1.43%
8,380 $84,000
Q1 2024

Apr 30, 2024
BUY
$9.3 - $9.77 $1,143 - $1,201
123 Added 1.51%
8,262 $80,000
Q4 2023

Feb 07, 2024
SELL
$7.88 - $9.61 $1.92 Million - $2.35 Million
-244,153 Reduced 96.77%
8,139 $78,000
Q3 2023

Nov 02, 2023
SELL
$8.23 - $9.57 $13,842 - $16,096
-1,682 Reduced 0.66%
252,292 $2.08 Million
Q2 2023

Aug 07, 2023
BUY
$9.06 - $9.8 $996 - $1,078
110 Added 0.04%
253,974 $2.4 Million
Q1 2023

Apr 19, 2023
BUY
$9.33 - $10.18 $1,044 - $1,140
112 Added 0.04%
253,864 $2.49 Million
Q4 2022

Feb 13, 2023
BUY
$8.73 - $9.91 $1,143 - $1,298
131 Added 0.05%
253,752 $2.51 Million
Q3 2022

Oct 21, 2022
BUY
$9.05 - $10.89 $2.21 Million - $2.66 Million
244,375 Added 2643.03%
253,621 $2.31 Million
Q2 2022

Aug 02, 2022
SELL
$9.75 - $11.43 $2.64 Million - $3.09 Million
-270,679 Reduced 96.7%
9,246 $96,000
Q1 2022

May 02, 2022
BUY
$10.93 - $13.87 $16,646 - $21,124
1,523 Added 0.55%
279,925 $3.21 Million
Q4 2021

Feb 03, 2022
BUY
$13.32 - $13.84 $19,260 - $20,012
1,446 Added 0.52%
278,402 $3.85 Million
Q3 2021

Nov 09, 2021
BUY
$13.36 - $14.05 $18,971 - $19,951
1,420 Added 0.52%
276,956 $3.79 Million
Q2 2021

Aug 04, 2021
BUY
$13.2 - $13.79 $23,865 - $24,932
1,808 Added 0.66%
275,536 $3.75 Million
Q1 2021

Apr 28, 2021
BUY
$12.76 - $13.42 $457,522 - $481,187
35,856 Added 15.07%
273,728 $3.61 Million
Q4 2020

Feb 01, 2021
BUY
$12.22 - $12.97 $12,867 - $13,657
1,053 Added 0.44%
237,872 $3.05 Million
Q3 2020

Oct 28, 2020
BUY
$11.81 - $12.71 $416,692 - $448,446
35,283 Added 17.51%
236,819 $2.89 Million
Q2 2020

Aug 05, 2020
BUY
$10.95 - $11.91 $424,619 - $461,845
38,778 Added 23.83%
201,536 $2.39 Million
Q1 2020

Apr 29, 2020
BUY
$9.63 - $13.01 $1,040 - $1,405
108 Added 0.07%
162,758 $1.86 Million
Q4 2019

Feb 03, 2020
BUY
$12.24 - $12.59 $1,334 - $1,372
109 Added 0.07%
162,650 $2.01 Million
Q3 2019

Oct 31, 2019
BUY
$12.22 - $12.88 $1,307 - $1,378
107 Added 0.07%
162,541 $2.03 Million
Q2 2019

Aug 06, 2019
BUY
$11.75 - $12.3 $16,379 - $17,146
1,394 Added 0.87%
162,434 $2 Million
Q1 2019

Apr 23, 2019
BUY
$11.38 - $12.03 $25,912 - $27,392
2,277 Added 1.43%
161,040 $1.92 Million
Q4 2018

Jan 28, 2019
BUY
$10.89 - $11.5 $25,362 - $26,783
2,329 Added 1.49%
158,763 $1.78 Million
Q3 2018

Nov 09, 2018
BUY
$11.38 - $11.93 $35,482 - $37,197
3,118 Added 2.03%
156,434 $1.79 Million
Q2 2018

Jul 26, 2018
BUY
$11.54 - $11.81 $24,834 - $25,415
2,152 Added 1.42%
153,316 $1.8 Million
Q1 2018

Apr 26, 2018
BUY
$11.61 - $12.51 $21,025 - $22,655
1,811 Added 1.21%
151,164 $1.77 Million
Q4 2017

Jan 31, 2018
BUY
$12.22 - $13.01 $24,464 - $26,046
2,002 Added 1.36%
149,353 $1.85 Million
Q3 2017

Oct 20, 2017
BUY
$13.01 - $13.37 $1.92 Million - $1.97 Million
147,351
147,351 $1.92 Million

Others Institutions Holding VMO

# of Institutions
116
Shares Held
20.7M
Call Options Held
0
Put Options Held
0
View Full List

About Invesco Municipal Opportunity Trust

VMO Quotes by TradingView
  • Ticker VMO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Invesco Municipal Opportunity Trust is a closed ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured...
More about VMO
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email