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

Ancora 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
2026
Q2 		$10.4K Sell
982
-101
-9% -$1.03K ﹤0.01% 1467
2026
Q1 		$10.7K Sell
1,083
-113
-9% -$1.17K ﹤0.01% 1756
2025
Q4 		$12.4K Sell
1,196
-101
-8% -$1.03K ﹤0.01% 1737
2025
Q3 		$13.1K Sell
1,297
-30
-2% -$291 ﹤0.01% 1337
2025
Q2 		$12.6K Sell
1,327
-46
-3% -$441 ﹤0.01% 1332
2025
Q1 		$13.7K Sell
1,373
-46
-3% -$465 ﹤0.01% 1267
2024
Q4 		$14.3K Hold
1,419
– – ﹤0.01% 1277
2024
Q3 		$15K Hold
1,419
– – ﹤0.01% 1251
2024
Q2 		$14.6K Hold
1,419
– – ﹤0.01% 1227
2024
Q1 		$14K Hold
1,419
– – ﹤0.01% 1262
2023
Q4 		$14K Hold
1,419
– – ﹤0.01% 1231
2023
Q3 		$12.1K Hold
1,419
– – ﹤0.01% 1247
2023
Q2 		$13.8K Hold
1,419
– – ﹤0.01% 1212
2023
Q1 		$14.1K Hold
1,419
– – ﹤0.01% 1210
2022
Q4 		$14K Hold
1,419
– – ﹤0.01% 1265
2022
Q3 		$13K Hold
1,419
– – ﹤0.01% 1439
2022
Q2 		$15K Hold
1,419
– – ﹤0.01% 1509
2022
Q1 		$16K Buy
1,419
+1,069
+305% +$13.1K ﹤0.01% 1606
2021
Q4 		$5K Hold
350
– – ﹤0.01% 2056
2021
Q3 		$5K Hold
350
– – ﹤0.01% 1924
2021
Q2 		$5K Hold
350
– – ﹤0.01% 1709
2021
Q1 		$5K Hold
350
– – ﹤0.01% 1557
2020
Q4 		$5K Hold
350
– – ﹤0.01% 1309
2020
Q3 		$4K Hold
350
– – ﹤0.01% 1274
2020
Q2 		$4K Hold
350
– – ﹤0.01% 1232
2020
Q1 		$4K Hold
350
– – ﹤0.01% 1317
2019
Q4 		$4K Buy
+350
New +$4.46K ﹤0.01% 1283
2018
Q4 		– Sell
-350
Closed -$4K – 1169
2018
Q3 		$4K Buy
+350
New +$4.25K ﹤0.01% 1274
2017
Q1 		– Sell
-350
Closed -$4K – 1057
2016
Q4 		$4K Buy
+350
New +$4.57K ﹤0.01% 1142

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

Ancora Advisors's VGM Position: Q2 2026 in Review

Ancora Advisors reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 9.3% in Q2 2026, selling an estimated $1.03K and leaving 982 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Ancora Advisors first reported a position in VGM in Q4 2016 and has held it in 29 quarters since. The position peaked at $16K in Q1 2022. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Ancora Advisors held 982 shares of Invesco Trust Investment Grade Municipals worth $10.4K as of Q2 2026.
  • Ancora Advisors sold 101 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $1.03K.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1467 holding.
  • Ancora Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q4 2016 and has held it in 29 quarters since.
  • Ancora Advisors's Invesco Trust Investment Grade Municipals position peaked at $16K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.