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  5. VMO: Retired investor with no new money coming in. [Invesco Municipal Opportunity Trust]

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Q: Retired investor with no new money coming in. I have a larger position in QQQ and a small position in VMO. I would like to sell QQQ and move the funds into VMO. I also hold large positions in VFV and RSP and understand there is some overlap with QQQ. Would you endorse such a move or would it be prudent to split the funds equally between the two?
Asked by Samir on February 10, 2026
5i Research Answer:
We would be fine with the proposal in the question. There will still be some overlap between VMO...

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VFV, QQQ.

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