Aventura Private Wealth’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

Aventura Private Wealth’s Portfolio VTN Stock Details VTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.3K	Hold	4,000	–	–	0.01%	357
2026 Q1	$43.8K	Hold	4,000	–	–	0.02%	340
2025 Q4	$46K	Hold	4,000	–	–	0.02%	304
2025 Q3	$44.1K	Buy	+4,000	New	+$41.7K	0.02%	312

Other funds holding VTN

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Aventura Private Wealth's VTN Position: Q2 2026 in Review

Aventura Private Wealth held its Invesco Trust for Investment Grade New York Municipals (VTN) position steady in Q2 2026 at 4,000 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #357.

Aventura Private Wealth first reported a position in VTN in Q3 2025 and has held it in 4 quarters since. 3 funds tracked by Wall St. Rank hold VTN as of Q2 2026.

Aventura Private Wealth held 4,000 shares of Invesco Trust for Investment Grade New York Municipals worth $46.3K as of Q2 2026.
Aventura Private Wealth left its Invesco Trust for Investment Grade New York Municipals share count unchanged in Q2 2026.
Invesco Trust for Investment Grade New York Municipals made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #357 holding.
Aventura Private Wealth first reported a position in Invesco Trust for Investment Grade New York Municipals in Q3 2025 and has held it in 4 quarters since.
3 funds tracked by Wall St. Rank held Invesco Trust for Investment Grade New York Municipals as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.