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Atomi Financial Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Atomi Financial Group’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 		$195K Buy
18,351
+377
+2% +$3.86K 0.01% 1216
2026
Q1 		$177K Buy
17,974
+1,178
+7% +$12.2K 0.01% 1165
2025
Q4 		$174K Buy
16,796
+227
+1% +$2.32K 0.01% 1158
2025
Q3 		$168K Buy
+16,569
New +$160K 0.01% 1129

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

Atomi Financial Group's VGM Position: Q2 2026 in Review

Atomi Financial Group increased its Invesco Trust Investment Grade Municipals (VGM) stake by 2.1% in Q2 2026, buying an estimated $3.86K and bringing the position to 18,351 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #1216.

Atomi Financial Group first reported a position in VGM in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Atomi Financial Group held 18,351 shares of Invesco Trust Investment Grade Municipals worth $195K as of Q2 2026.
  • Atomi Financial Group bought 377 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $3.86K.
  • Invesco Trust Investment Grade Municipals made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1216 holding.
  • Atomi Financial Group first reported a position in Invesco Trust Investment Grade Municipals in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.