Carson Wealth (CWM LLC)’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$48.4K	Buy	4,907 +4,707	+2,354%	+$48.6K	﹤0.01%	3836
2025 Q4	$2K	Hold	200	–	–	﹤0.01%	5144
2025 Q3	$2K	Buy	+200	New	+$1.94K	﹤0.01%	5052
2017 Q2	–	Sell	-884	Closed	-$11K	–	1322
2017 Q1	$11K	Hold	884	–	–	﹤0.01%	731
2016 Q4	$11K	Hold	884	–	–	﹤0.01%	713
2016 Q3	$12K	Hold	884	–	–	﹤0.01%	664
2016 Q2	$13K	Buy	+884	New	+$12.7K	﹤0.01%	526

Other funds holding VGM

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VGM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco Trust Investment Grade Municipals (VGM) stake by 2,354% in Q1 2026, buying an estimated $48.6K and bringing the position to 4,907 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3836.

Carson Wealth (CWM LLC) first reported a position in VGM in Q2 2016 and has held it in 7 quarters since. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

Carson Wealth (CWM LLC) held 4,907 shares of Invesco Trust Investment Grade Municipals worth $48.4K as of Q1 2026.
Carson Wealth (CWM LLC) bought 4,707 Invesco Trust Investment Grade Municipals shares in Q1 2026, an estimated $48.6K.
Invesco Trust Investment Grade Municipals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3836 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco Trust Investment Grade Municipals in Q2 2016 and has held it in 7 quarters since.
109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.