Mascoma Wealth Management LLC - INVESCO TR INVT GRADE MUNS ownership

INVESCO TR INVT GRADE MUNS's ticker is VGM and the CUSIP is 46131M106. A total of 2 filers reported holding INVESCO TR INVT GRADE MUNS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of INVESCO TR INVT GRADE MUNS
ValueSharesWeighting
Q3 2023$2,720
-10.3%
3200.0%0.00%0.0%
Q2 2023$3,034
-3.4%
3200.0%0.00%0.0%
Q1 2023$3,142
-2.3%
3200.0%0.00%0.0%
Q4 2022$3,216
+7.2%
3200.0%0.00%0.0%
Q3 2022$3,0000.0%3200.0%0.00%0.0%
Q2 2022$3,0003200.00%
Other shareholders
INVESCO TR INVT GRADE MUNS shareholders Q4 2023
NameSharesValueWeighting ↓
Bramshill Investments, LLC 1,488,633$18,444,0003.04%
ROBINSON CAPITAL MANAGEMENT, LLC 543,319$6,732,0002.10%
DELPHI FINANCIAL GROUP, INC. 123,192$1,526,0000.58%
Karpus Management, Inc. 1,163,082$14,492,0000.53%
Tradewinds Capital Management, LLC 115,910$1,436,0000.53%
Cutler Capital Management, LLC 72,170$894,0000.37%
SIT INVESTMENT ASSOCIATES INC 944,016$11,696,0000.37%
Summit Financial Wealth Advisors, LLC 51,608$643,0000.17%
INFRASTRUCTURE CAPITAL ADVISORS, LLC 80,361$996,0000.12%
Omnia Family Wealth, LLC 18,796$233,0000.12%
View complete list of INVESCO TR INVT GRADE MUNS shareholders