Mascoma Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,411	Closed	-$13.9K	–	666
2026 Q2	$13.9K	Hold	1,411	–	–	﹤0.01%	299
2026 Q1	$13.4K	Hold	1,411	–	–	﹤0.01%	295
2025 Q4	$13.5K	Hold	1,411	–	–	﹤0.01%	291
2025 Q3	$13.6K	Hold	1,411	–	–	﹤0.01%	296
2025 Q2	$13K	Hold	1,411	–	–	﹤0.01%	297
2025 Q1	$13.4K	Hold	1,411	–	–	﹤0.01%	301
2024 Q4	$13.7K	Hold	1,411	–	–	﹤0.01%	315
2024 Q3	$14.5K	Hold	1,411	–	–	﹤0.01%	292
2024 Q2	$14.2K	Hold	1,411	–	–	﹤0.01%	291
2024 Q1	$13.7K	Hold	1,411	–	–	﹤0.01%	286
2023 Q4	$13.6K	Hold	1,411	–	–	﹤0.01%	298
2023 Q3	$11.6K	Hold	1,411	–	–	﹤0.01%	309
2023 Q2	$13.1K	Hold	1,411	–	–	﹤0.01%	299
2023 Q1	$13.5K	Hold	1,411	–	–	﹤0.01%	376
2022 Q4	$14K	Hold	1,411	–	–	﹤0.01%	370
2022 Q3	$13K	Hold	1,411	–	–	﹤0.01%	376
2022 Q2	$15K	Buy	+1,411	New	+$14.7K	0.01%	377

Other funds holding VMO

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

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Mascoma Wealth Management's VMO Position: Q3 2026 in Review

Mascoma Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2026, closing a stake of 1,411 shares — an estimated $13.9K sold.

Mascoma Wealth Management first reported a position in VMO in Q2 2022 and held it in 17 quarters. The position peaked at $15K in Q2 2022. 18 funds tracked by Wall St. Rank hold VMO as of Q3 2026.

Mascoma Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2026 after selling out during the quarter.
Mascoma Wealth Management sold 1,411 Invesco Municipal Opportunity Trust shares in Q3 2026, an estimated $13.9K.
Mascoma Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q2 2022 and held it in 17 quarters.
Mascoma Wealth Management's Invesco Municipal Opportunity Trust position peaked at $15K in Q2 2022.
18 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.