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Anderson Financial Strategies’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-12,635
Closed -$126K – 210
2025
Q1 		$126K Hold
12,635
– – 0.08% 72
2024
Q4 		$128K Buy
+12,635
New +$130K 0.08% 49

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Anderson Financial Strategies's VGM Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2025, closing a stake of 12,635 shares — an estimated $126K sold.

Anderson Financial Strategies first reported a position in VGM in Q4 2024 and held it in 2 quarters. The position peaked at $128K in Q4 2024. 115 funds tracked by Wall St. Rank hold VGM as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 12,635 Invesco Trust Investment Grade Municipals shares in Q2 2025, an estimated $126K.
  • Anderson Financial Strategies first reported a position in Invesco Trust Investment Grade Municipals in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Invesco Trust Investment Grade Municipals position peaked at $128K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.