Mascoma Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Mascoma Wealth Management’s Portfolio VGM Stock Details VGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.39K	Hold	320	–	–	﹤0.01%	410
2026 Q1	$3.16K	Hold	320	–	–	﹤0.01%	395
2025 Q4	$3.32K	Hold	320	–	–	﹤0.01%	393
2025 Q3	$3.24K	Hold	320	–	–	﹤0.01%	407
2025 Q2	$3.04K	Hold	320	–	–	﹤0.01%	420
2025 Q1	$3.19K	Hold	320	–	–	﹤0.01%	438
2024 Q4	$3.23K	Hold	320	–	–	﹤0.01%	442
2024 Q3	$3.38K	Hold	320	–	–	﹤0.01%	414
2024 Q2	$3.29K	Hold	320	–	–	﹤0.01%	444
2024 Q1	$3.15K	Hold	320	–	–	﹤0.01%	415
2023 Q4	$3.17K	Hold	320	–	–	﹤0.01%	426
2023 Q3	$2.72K	Hold	320	–	–	﹤0.01%	451
2023 Q2	$3.03K	Hold	320	–	–	﹤0.01%	431
2023 Q1	$3.14K	Hold	320	–	–	﹤0.01%	523
2022 Q4	$3.22K	Hold	320	–	–	﹤0.01%	538
2022 Q3	$3K	Hold	320	–	–	﹤0.01%	547
2022 Q2	$3K	Buy	+320	New	+$3.44K	﹤0.01%	557

Other funds holding VGM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mascoma Wealth Management's VGM Position: Q2 2026 in Review

Mascoma Wealth Management held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q2 2026 at 320 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Mascoma Wealth Management first reported a position in VGM in Q2 2022 and has held it in 17 quarters since. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

Mascoma Wealth Management held 320 shares of Invesco Trust Investment Grade Municipals worth $3.39K as of Q2 2026.
Mascoma Wealth Management left its Invesco Trust Investment Grade Municipals share count unchanged in Q2 2026.
Invesco Trust Investment Grade Municipals made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #410 holding.
Mascoma Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q2 2022 and has held it in 17 quarters since.
103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.