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 Q2	$352K	Buy	33,238 +2,834	+9%	+$29K	0.02%	564
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

HWAM

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Wealth Management's VGM Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Invesco Trust Investment Grade Municipals (VGM) stake by 9.3% in Q2 2026, buying an estimated $29K and bringing the position to 33,238 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #564.

Cornerstone Wealth Management first reported a position in VGM in Q2 2025 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

Cornerstone Wealth Management held 33,238 shares of Invesco Trust Investment Grade Municipals worth $352K as of Q2 2026.
Cornerstone Wealth Management bought 2,834 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $29K.
Invesco Trust Investment Grade Municipals made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #564 holding.
Cornerstone Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q2 2025 and has held it in 5 quarters since.
103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.