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 Q3	–	Sell	-13,000	Closed	-$138K	–	824
2026 Q2	$138K	Hold	13,000	–	–	﹤0.01%	685
2026 Q1	$134K	Buy	+13,000	New	+$134K	﹤0.01%	658

Other funds holding VGM

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital's VGM Position: Q3 2026 in Review

Apella Capital sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2026, closing a stake of 13,000 shares — an estimated $138K sold.

Apella Capital first reported a position in VGM in Q1 2026 and held it in 2 quarters. The position peaked at $138K in Q2 2026. 5 funds tracked by Wall St. Rank hold VGM as of Q3 2026.

Apella Capital reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2026 after selling out during the quarter.
Apella Capital sold 13,000 Invesco Trust Investment Grade Municipals shares in Q3 2026, an estimated $138K.
Apella Capital first reported a position in Invesco Trust Investment Grade Municipals in Q1 2026 and held it in 2 quarters.
Apella Capital's Invesco Trust Investment Grade Municipals position peaked at $138K in Q2 2026.
5 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.