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

Apella Capital’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 		$138K Hold
13,000
– – ﹤0.01% 685
2026
Q1 		$134K Buy
+13,000
New +$134K ﹤0.01% 658

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

Apella Capital's VGM Position: Q2 2026 in Review

Apella Capital held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q2 2026 at 13,000 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Apella Capital first reported a position in VGM in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Apella Capital held 13,000 shares of Invesco Trust Investment Grade Municipals worth $138K as of Q2 2026.
  • Apella Capital left its Invesco Trust Investment Grade Municipals share count unchanged in Q2 2026.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #685 holding.
  • Apella Capital first reported a position in Invesco Trust Investment Grade Municipals in Q1 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.