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Invesco Van Kampen Muni Opp Trust shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Invesco Van Kampen Muni Opp Trust (VMO) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Invesco Van Kampen Muni Opp Trust

Tip: Access up to 7 years of quarterly data

All positions including Invesco Van Kampen Muni Opp Trust held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Van Kampen Muni Opp Trust by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $112k 14k 8.23
2023-06-30 $129k 14k 9.46
2023-03-31 $133k 14k 9.81
2022-12-31 $135k 14k 9.91
2021-03-31 $206k 18k 11.44
2020-03-31 $206k 18k 11.44

More positions owned by Wellspring Financial Advisors

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding Invesco Van Kampen Muni Opp Trust

Rivernorth Capital Management
Hennion & Walsh Asset Management
Fiera Capital Corporation
UBS Group
Guggenheim Capital, LLC Managers
Logan Stone Capital
Saba Capital Management
Robinson Capital Management
CNH Partners
Van Eck Associates Corp.
Raymond James & Associates
Advisor Group Holdings
Wells Fargo & Company
Westchester Capital Management
Wakefield Asset Management L

View all funds holding Invesco Van Kampen Muni Opp Trust