Encompass More Asset Management VMO INVESCO MUN OPPORTUNITY TR

Ownership history in Encompass More Asset Management  ·  8 quarters on record

AI Ownership Summary

Encompass More Asset Management reported INVESCO MUN OPPORTUNITY TR (VMO) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2024 Q3. 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.

What this VMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Encompass More Asset Management's position in INVESCO MUN OPPORTUNITY TR, 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 Q2

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

High-water mark
Peak Conviction
0.05% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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 Encompass More Asset 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 10,410 -2,220 -17.6% 0.01% $103K 2026-07-14 $9.88
2026 Q1 UNCHANGED 12,630 0% 0.02% $120K 2026-04-28 $9.46
2025 Q4 UNCHANGED 12,630 0% 0.02% $121K 2026-02-03 $9.41
2025 Q3 UNCHANGED 12,630 0% 0.02% $122K 2025-10-17 $9.07
2025 Q2 REDUCED 12,630 -307 -2.4% 0.03% $116K 2025-08-07 $8.52
2025 Q1 UNCHANGED 12,937 0% 0.04% $123K 2025-05-09 $8.52
2024 Q4 UNCHANGED 12,937 0% 0.04% $126K 2025-01-21 $8.66
2024 Q3 INITIATED 12,937 0.05% $133K 2024-11-14 $8.69

FAQ About Encompass More Asset 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 Encompass More Asset Management reported owning VMO?

Encompass More Asset Management reported VMO across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported VMO position in Encompass More Asset Management's portfolio?

The largest reported portfolio weight for VMO was 0.05% in 2024 Q3.

What is the latest reported VMO position on this page?

The most recent filing on this page is 2026 Q2, when Encompass More Asset Management reported 10,410 shares, equal to 0.01% of portfolio, with an estimated market value of $103K.

What does the chart on this VMO ownership page compare?

The chart compares Encompass More Asset 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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