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Action Point Financial Planning’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Action Point Financial Planning’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
Q2 		$4.09K Buy
+386
New +$3.95K ﹤0.01% 1905

Other funds holding VGM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Action Point Financial Planning's VGM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco Trust Investment Grade Municipals (VGM) in Q2 2026: 386 shares worth $4.09K. The stake represents ﹤0.01% of the portfolio and ranks #1905 among its holdings.

103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Action Point Financial Planning held 386 shares of Invesco Trust Investment Grade Municipals worth $4.09K as of Q2 2026.
  • Invesco Trust Investment Grade Municipals was a new Action Point Financial Planning position in Q2 2026.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1905 holding.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.