Abel Hall LLC’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Abel Hall LLC’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 Q3	$130K	Buy	+15,000	New	+$152K	0.02%	752

Other funds holding VGM

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

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

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

Abel Hall LLC's VGM Position: Q3 2026 in Review

Abel Hall LLC opened a new position in Invesco Trust Investment Grade Municipals (VGM) in Q3 2026: 15,000 shares worth $130K. The stake represents 0.02% of the portfolio and ranks #752 among its holdings.

37 funds tracked by Wall St. Rank hold VGM as of Q3 2026.

Abel Hall LLC held 15,000 shares of Invesco Trust Investment Grade Municipals worth $130K as of Q3 2026.
Invesco Trust Investment Grade Municipals was a new Abel Hall LLC position in Q3 2026.
Invesco Trust Investment Grade Municipals made up 0.02% of Abel Hall LLC's portfolio in Q3 2026, its #752 holding.
37 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.