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Invesco Trust Investment Grade Municipals
VGM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Hennion & Walsh Asset Management
1
Hennion & Walsh Asset Management
New Jersey
USD 13.2 M +USD 2.75 M +269,066 +28%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 11.3 M -USD 1.02 M -99,338 -9%
Ameriprise
3
Ameriprise
Minnesota
USD 8.14 M +USD 2.56 M +250,346 +48%
Morgan Stanley
4
Morgan Stanley
New York
USD 7.47 M +USD 187 k +18,242 +3%
LPL Financial
5
LPL Financial
California
USD 6.63 M -USD 662 k -64,760 -9%
Wells Fargo
6
Wells Fargo
California
USD 6.55 M +USD 462 k +45,145 +8%
Sit Investment Associates
7
Sit Investment Associates
Minnesota
USD 6.4 M -USD 673 k -65,822 -10%
UBS Group
8
UBS Group
Switzerland
USD 6.02 M -USD 45.8 k -4,474 -0.8%
Bank of America
9
Bank of America
North Carolina
USD 5.32 M +USD 82.2 k +8,033 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 4.06 M +USD 167 k +16,340 +4%
NEWAS
11
N.E.W. Advisory Services
Wisconsin
USD 3.96 M +USD 1.47 M +143,863 +63%
VanEck Associates
12
VanEck Associates
New York
USD 3.76 M +USD 430 k +42,019 +13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
USD 2.64 M +USD 636 k +62,176 +33%
Greatmark Investment Partners
14
Greatmark Investment Partners
Georgia
USD 2.64 M – – –
Stifel Financial
15
Stifel Financial
Missouri
USD 2.53 M +USD 17.2 k +1,678 +0.7%
MPW
16
Melone Private Wealth
Michigan
USD 2.45 M +USD 595 k +58,143 +34%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 2.18 M +USD 372 k +36,323 +21%
Advisors Asset Management
18
Advisors Asset Management
Colorado
USD 2.06 M +USD 3.59 k +351 +0.2%
Raymond James Financial
19
Raymond James Financial
Florida
USD 1.81 M +USD 217 k +21,235 +14%
Stratos Wealth Partners
20
Stratos Wealth Partners
Ohio
USD 1.78 M +USD 54.3 k +5,310 +3%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
USD 1.64 M +USD 670 k +65,471 +73%
NewEdge Advisors
22
NewEdge Advisors
Louisiana
USD 1.45 M +USD 686 k +67,094 +96%
ITIM
23
Indiana Trust & Investment Management
Indiana
USD 1.29 M – – –
RRMM
24
Regatta Research & Money Management
Louisiana
USD 1.2 M +USD 1.16 M +113,376 Nuevas
Claro Advisors
25
Claro Advisors
Massachusetts
USD 1.06 M -USD 128 k -12,557 -11%
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