Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Cambridge Investment Research Advisors’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 		$122K Sell
11,466
-3,879
-25% -$39.7K ﹤0.01% 3909
2026
Q1 		$151K Sell
15,345
-4,151
-21% -$42.9K ﹤0.01% 3738
2025
Q4 		$202K Sell
19,496
-3,926
-17% -$40.1K ﹤0.01% 3575
2025
Q3 		$237K Sell
23,422
-4,709
-17% -$45.6K ﹤0.01% 3339
2025
Q2 		$267K Sell
28,131
-4,417
-14% -$42.4K ﹤0.01% 3079
2025
Q1 		$324K Buy
32,548
+2,059
+7% +$20.8K ﹤0.01% 2791
2024
Q4 		$308K Sell
30,489
-41,405
-58% -$426K ﹤0.01% 2809
2024
Q3 		$759K Sell
71,894
-8,762
-11% -$91.1K ﹤0.01% 2072
2024
Q2 		$828K Sell
80,656
-4,379
-5% -$43.1K ﹤0.01% 1903
2024
Q1 		$838K Buy
85,035
+16,623
+24% +$163K ﹤0.01% 1847
2023
Q4 		$677K Sell
68,412
-1,299
-2% -$11.8K ﹤0.01% 1943
2023
Q3 		$593K Buy
69,711
+13,247
+23% +$124K ﹤0.01% 1944
2023
Q2 		$548K Buy
56,464
+2,538
+5% +$24.7K ﹤0.01% 2062
2023
Q1 		$536K Buy
53,926
+4,725
+10% +$47.3K ﹤0.01% 2034
2022
Q4 		$494K Buy
49,201
+12,800
+35% +$123K ﹤0.01% 2024
2022
Q3 		$341K Hold
36,401
– – ﹤0.01% 2262
2022
Q2 		$383K Buy
36,401
+6,599
+22% +$71K ﹤0.01% 2165
2022
Q1 		$346K Hold
29,802
– – ﹤0.01% 2427
2021
Q4 		$416K Hold
29,802
– – ﹤0.01% 2260
2021
Q3 		$408K Hold
29,802
– – ﹤0.01% 2205
2021
Q2 		$418K Hold
29,802
– – ﹤0.01% 2205
2021
Q1 		$402K Hold
29,802
– – ﹤0.01% 2060
2020
Q4 		$394K Buy
29,802
+2,000
+7% +$25.5K ﹤0.01% 1934
2020
Q3 		$345K Buy
27,802
+454
+2% +$5.71K ﹤0.01% 1840
2020
Q2 		$329K Buy
27,348
+1,398
+5% +$16.6K ﹤0.01% 1820
2020
Q1 		$314K Sell
25,950
-9,145
-26% -$116K ﹤0.01% 1654
2019
Q4 		$451K Buy
35,095
+9,969
+40% +$127K ﹤0.01% 1647
2019
Q3 		$323K Sell
25,126
-12,142
-33% -$157K ﹤0.01% 1768
2019
Q2 		$472K Buy
37,268
+6,392
+21% +$79.2K ﹤0.01% 1459
2019
Q1 		$383K Buy
30,876
+201
+0.7% +$2.44K ﹤0.01% 1654
2018
Q4 		$352K Sell
30,675
-44
-0.1% -$503 ﹤0.01% 1549
2018
Q3 		$365K Buy
30,719
+4,091
+15% +$49.7K ﹤0.01% 1657
2018
Q2 		$329K Buy
26,628
+1,004
+4% +$12.4K ﹤0.01% 1667
2018
Q1 		$313K Sell
25,624
-452
-2% -$5.71K ﹤0.01% 1642
2017
Q4 		$344K Buy
26,076
+1,286
+5% +$17K ﹤0.01% 1565
2017
Q3 		$332K Sell
24,790
-35,227
-59% -$478K ﹤0.01% 1484
2017
Q2 		$805K Buy
60,017
+98
+0.2% +$1.29K 0.01% 918
2017
Q1 		$778K Sell
59,919
-615
-1% -$7.96K 0.01% 852
2016
Q4 		$772K Buy
60,534
+6,743
+13% +$88K 0.01% 807
2016
Q3 		$758K Sell
53,791
-42,281
-44% -$607K 0.01% 816
2016
Q2 		$1.43M Buy
96,072
+49,686
+107% +$714K 0.03% 468
2016
Q1 		$648K Buy
46,386
+18,772
+68% +$257K 0.01% 762
2015
Q4 		$368K Buy
27,614
+22
+0.1% +$288 0.01% 1021
2015
Q3 		$357K Buy
27,592
+9,396
+52% +$120K 0.01% 940
2015
Q2 		$231K Buy
18,196
+22
+0.1% +$288 0.01% 1197
2015
Q1 		$244K Sell
18,174
-17,780
-49% -$239K 0.01% 1149
2014
Q4 		$478K Sell
35,954
-5,780
-14% -$76.4K 0.01% 804
2014
Q3 		$547K Buy
41,734
+17,120
+70% +$221K 0.02% 784
2014
Q2 		$321K Buy
+24,614
New +$319K 0.01% 986

Other funds holding VGM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Cambridge Investment Research Advisors's VGM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 25% in Q2 2026, selling an estimated $39.7K and leaving 11,466 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #3909.

Cambridge Investment Research Advisors first reported a position in VGM in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.43M in Q2 2016. 44 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Cambridge Investment Research Advisors held 11,466 shares of Invesco Trust Investment Grade Municipals worth $122K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 3,879 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $39.7K.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3909 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q2 2014 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's Invesco Trust Investment Grade Municipals position peaked at $1.43M in Q2 2016.
  • 44 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.