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

Concurrent Investment 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 		$147K Buy
13,826
+1,500
+12% +$15.3K ﹤0.01% 1992
2026
Q1 		$122K Buy
12,326
+1,150
+10% +$11.9K ﹤0.01% 1810
2025
Q4 		$116K Sell
11,176
-1,629
-13% -$16.6K ﹤0.01% 1691
2025
Q3 		$130K Buy
12,805
+2,500
+24% +$24.2K ﹤0.01% 1402
2025
Q2 		$97.8K Hold
10,305
– – ﹤0.01% 1330
2025
Q1 		$103K Hold
10,305
– – ﹤0.01% 1180
2024
Q4 		$104K Hold
10,305
– – ﹤0.01% 1049
2024
Q3 		$109K Hold
10,305
– – ﹤0.01% 1000
2024
Q2 		$106K Hold
10,305
– – ﹤0.01% 927
2024
Q1 		$102K Hold
10,305
– – ﹤0.01% 855
2023
Q4 		$102K Buy
+10,305
New +$93.4K ﹤0.01% 816

Other funds holding VGM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concurrent Investment Advisors's VGM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco Trust Investment Grade Municipals (VGM) stake by 12% in Q2 2026, buying an estimated $15.3K and bringing the position to 13,826 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Concurrent Investment Advisors first reported a position in VGM in Q4 2023 and has held it in 11 quarters since. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Concurrent Investment Advisors held 13,826 shares of Invesco Trust Investment Grade Municipals worth $147K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,500 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $15.3K.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1992 holding.
  • Concurrent Investment Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q4 2023 and has held it in 11 quarters since.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

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