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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mascoma Wealth Management held its Invesco Municipal Opportunity Trust (VMO) position steady in Q2 2026 at 1,411 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Mascoma Wealth Management first reported a position in VMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $15K in Q2 2022. 110 funds tracked by Wall St. Rank hold VMO as of Q2 2026.

  • Mascoma Wealth Management held 1,411 shares of Invesco Municipal Opportunity Trust worth $13.9K as of Q2 2026.
  • Mascoma Wealth Management left its Invesco Municipal Opportunity Trust share count unchanged in Q2 2026.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Mascoma Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q2 2022 and has held it in 17 quarters since.
  • Mascoma Wealth Management's Invesco Municipal Opportunity Trust position peaked at $15K in Q2 2022.
  • 110 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2026.

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