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Avantax Advisory Services’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Avantax Advisory Services’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 		$168K Buy
+17,674
New +$170K ﹤0.01% 2236

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Avantax Advisory Services's VGM Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Invesco Trust Investment Grade Municipals (VGM) in Q2 2025: 17,674 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #2236 among its holdings.

115 funds tracked by Wall St. Rank hold VGM as of Q2 2025.

  • Avantax Advisory Services held 17,674 shares of Invesco Trust Investment Grade Municipals worth $168K as of Q2 2025.
  • Invesco Trust Investment Grade Municipals was a new Avantax Advisory Services position in Q2 2025.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2236 holding.
  • 115 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.