VMO INVESCO MUN OPPORTUNITY TRUST

Ownership history in BAR HARBOR WEALTH MANAGEMENT  ·  33 quarters on record

AI Ownership Summary

BAR HARBOR WEALTH MANAGEMENT reported INVESCO MUN OPPORTUNITY TRUST (VMO) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows VMO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAR HARBOR WEALTH MANAGEMENT's position in INVESCO MUN OPPORTUNITY TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VMO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAR HARBOR WEALTH MANAGEMENT held VMO — position size vs. price
% of Fund (quarterly)    VMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 19,795 0% 0.01% $188K 2026-04-17 $9.80
2025 Q4 UNCHANGED 19,795 0% 0.01% $189K 2026-01-22 $9.48
2025 Q3 UNCHANGED 19,795 0% 0.01% $191K 2025-11-14 (Est.) $9.33
2025 Q2 UNCHANGED 19,795 0% 0.01% $182K 2025-07-23 $8.43
2025 Q1 UNCHANGED 19,795 0% 0.01% $188K 2025-04-16 $8.57
2024 Q4 UNCHANGED 19,795 0% 0.01% $192K 2025-01-13 $8.60
2024 Q3 UNCHANGED 19,795 0% 0.01% $203K 2024-10-16 $8.99
2024 Q2 UNCHANGED 19,795 0% 0.01% $200K 2024-07-17 $8.76
2024 Q1 UNCHANGED 19,795 0% 0.01% $193K 2024-04-24 $7.99
2023 Q4 UNCHANGED 19,795 0% 0.01% $190K 2024-01-17 $7.91
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BAR HARBOR WEALTH MANAGEMENT and VMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAR HARBOR WEALTH MANAGEMENT reported owning VMO?

BAR HARBOR WEALTH MANAGEMENT reported VMO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VMO position in BAR HARBOR WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for VMO was 0.01% in 2023 Q4.

What is the latest reported VMO position on this page?

The most recent filing on this page is 2026 Q1, when BAR HARBOR WEALTH MANAGEMENT reported 19,795 shares, equal to 0.01% of portfolio, with an estimated market value of $188K.

What does the chart on this VMO ownership page compare?

The chart compares BAR HARBOR WEALTH MANAGEMENT's quarterly VMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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