CWM
VGM icon

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

Cornerstone 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
2026
Q1 		$300K Buy
30,404
+13,239
+77% +$137K 0.02% 577
2025
Q4 		$178K Buy
17,165
+2,076
+14% +$21.2K 0.01% 663
2025
Q3 		$153K Buy
15,089
+4,818
+47% +$46.7K 0.01% 661
2025
Q2 		$97.5K Buy
+10,271
New +$98.5K 0.01% 636

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Wealth Management's VGM Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Invesco Trust Investment Grade Municipals (VGM) stake by 77% in Q1 2026, buying an estimated $137K and bringing the position to 30,404 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #577.

Cornerstone Wealth Management first reported a position in VGM in Q2 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

  • Cornerstone Wealth Management held 30,404 shares of Invesco Trust Investment Grade Municipals worth $300K as of Q1 2026.
  • Cornerstone Wealth Management bought 13,239 Invesco Trust Investment Grade Municipals shares in Q1 2026, an estimated $137K.
  • Invesco Trust Investment Grade Municipals made up 0.02% of Cornerstone Wealth Management's portfolio in Q1 2026, its #577 holding.
  • Cornerstone Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q2 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.