Hanson & Doremus Investment Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Hanson & Doremus Investment Management’s Portfolio IIM Stock Details IIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,138	Closed	-$14K	–	500
2026 Q1	$14K	Buy	+1,138	New	+$14.3K	﹤0.01%	438
2023 Q1	–	Sell	-1,138	Closed	-$14K	–	490
2022 Q4	$14K	Buy	+1,138	New	+$13.3K	﹤0.01%	426

Other funds holding IIM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hanson & Doremus Investment Management's IIM Position: Q2 2026 in Review

Hanson & Doremus Investment Management sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2026, closing a stake of 1,138 shares — an estimated $14K sold.

Hanson & Doremus Investment Management first reported a position in IIM in Q4 2022 and held it in 2 quarters. The position peaked at $14K in Q1 2026. 87 funds tracked by Wall St. Rank hold IIM as of Q2 2026.

Hanson & Doremus Investment Management reported no remaining Invesco Value Municipal Income Trust position as of Q2 2026 after selling out during the quarter.
Hanson & Doremus Investment Management sold 1,138 Invesco Value Municipal Income Trust shares in Q2 2026, an estimated $14K.
Hanson & Doremus Investment Management first reported a position in Invesco Value Municipal Income Trust in Q4 2022 and held it in 2 quarters.
Hanson & Doremus Investment Management's Invesco Value Municipal Income Trust position peaked at $14K in Q1 2026.
87 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.