Ackerman Capital Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Ackerman Capital Advisors’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
2021 Q3	–	Sell	-35,621	Closed	-$499K	–	141
2021 Q2	$499K	Buy	+35,621	New	+$494K	0.12%	60
2021 Q1	–	Sell	-10,105	Closed	-$133K	–	140
2020 Q4	$133K	Sell	10,105 -7,881	-44%	-$101K	0.03%	120
2020 Q3	$223K	Buy	+17,986	New	+$226K	0.06%	106
2020 Q1	–	Sell	-36,790	Closed	-$473K	–	194
2019 Q4	$473K	Buy	36,790 +23,428	+175%	+$299K	0.14%	89
2019 Q3	$172K	Buy	+13,362	New	+$173K	0.06%	137

Other funds holding VGM

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Ackerman Capital Advisors's VGM Position: Q3 2021 in Review

Ackerman Capital Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2021, closing a stake of 35,621 shares — an estimated $499K sold.

Ackerman Capital Advisors first reported a position in VGM in Q3 2019 and held it in 5 quarters. The position peaked at $499K in Q2 2021. 80 funds tracked by Wall St. Rank hold VGM as of Q3 2021.

Ackerman Capital Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2021 after selling out during the quarter.
Ackerman Capital Advisors sold 35,621 Invesco Trust Investment Grade Municipals shares in Q3 2021, an estimated $499K.
Ackerman Capital Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q3 2019 and held it in 5 quarters.
Ackerman Capital Advisors's Invesco Trust Investment Grade Municipals position peaked at $499K in Q2 2021.
80 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2021.

Based on Ackerman Capital Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.