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 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ancora Advisors's VGM Position: Q1 2026 in Review

Ancora Advisors reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 9.4% in Q1 2026, selling an estimated $1.17K and leaving 1,083 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Ancora Advisors first reported a position in VGM in Q4 2016 and has held it in 28 quarters since. The position peaked at $16K in Q1 2022. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

Ancora Advisors held 1,083 shares of Invesco Trust Investment Grade Municipals worth $10.7K as of Q1 2026.
Ancora Advisors sold 113 Invesco Trust Investment Grade Municipals shares in Q1 2026, an estimated $1.17K.
Invesco Trust Investment Grade Municipals made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1756 holding.
Ancora Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q4 2016 and has held it in 28 quarters since.
Ancora Advisors's Invesco Trust Investment Grade Municipals position peaked at $16K in Q1 2022.
109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.