AWM
VGM icon

Avior Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Avior Wealth Management’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 		– Sell
-22,237
Closed -$221K – 781
2025
Q1 		$221K Sell
22,237
-653
-3% -$6.6K 0.01% 627
2024
Q4 		$231K Buy
22,890
+4,314
+23% +$44.4K 0.01% 660
2024
Q3 		$196K Buy
18,576
+3,152
+20% +$32.8K 0.01% 703
2024
Q2 		$158K Buy
15,424
+1,273
+9% +$12.5K 0.01% 734
2024
Q1 		$140K Buy
14,151
+9,934
+236% +$97.5K 0.01% 824
2023
Q4 		$41.7K Buy
4,217
+47
+1% +$426 ﹤0.01% 763
2023
Q3 		$35.4K Buy
4,170
+48
+1% +$450 ﹤0.01% 839
2023
Q2 		$40K Buy
4,122
+46
+1% +$447 ﹤0.01% 812
2023
Q1 		$40.5K Buy
4,076
+49
+1% +$490 ﹤0.01% 826
2022
Q4 		$40.5K Buy
4,027
+53
+1% +$507 ﹤0.01% 654
2022
Q3 		$37K Buy
3,974
+53
+1% +$554 ﹤0.01% 651
2022
Q2 		$41K Buy
3,921
+54
+1% +$581 ﹤0.01% 603
2022
Q1 		$44K Buy
3,867
+51
+1% +$627 ﹤0.01% 616
2021
Q4 		$53K Buy
3,816
+44
+1% +$602 ﹤0.01% 582
2021
Q3 		$51K Buy
3,772
+43
+1% +$605 ﹤0.01% 560
2021
Q2 		$52K Buy
3,729
+43
+1% +$596 0.01% 530
2021
Q1 		$49K Buy
3,686
+46
+1% +$611 0.01% 528
2020
Q4 		$48K Buy
3,640
+46
+1% +$587 0.01% 498
2020
Q3 		$44K Buy
3,594
+44
+1% +$554 0.01% 510
2020
Q2 		$42K Buy
+3,550
New +$42.2K 0.01% 501
2015
Q3 		– Sell
-200
Closed -$3K – 421
2015
Q2 		$3K Hold
200
– – ﹤0.01% 340
2015
Q1 		$3K Buy
+200
New +$2.69K ﹤0.01% 310

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

Avior Wealth Management's VGM Position: Q2 2025 in Review

Avior Wealth Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2025, closing a stake of 22,237 shares — an estimated $221K sold.

Avior Wealth Management first reported a position in VGM in Q1 2015 and held it in 22 quarters. The position peaked at $231K in Q4 2024. 115 funds tracked by Wall St. Rank hold VGM as of Q2 2025.

  • Avior Wealth Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 22,237 Invesco Trust Investment Grade Municipals shares in Q2 2025, an estimated $221K.
  • Avior Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q1 2015 and held it in 22 quarters.
  • Avior Wealth Management's Invesco Trust Investment Grade Municipals position peaked at $231K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.