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 Q3	$256K	Sell	29,582 -3,656	-11%	-$37K	0.01%	645
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	+$98.6K	0.01%	636

Other funds holding VGM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

Cornerstone Wealth Management's VGM Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 11% in Q3 2026, selling an estimated $37K and leaving 29,582 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #645.

Cornerstone Wealth Management first reported a position in VGM in Q2 2025 and has held it in 6 quarters since. The position peaked at $352K in Q2 2026. 57 funds tracked by Wall St. Rank hold VGM as of Q3 2026.

Cornerstone Wealth Management held 29,582 shares of Invesco Trust Investment Grade Municipals worth $256K as of Q3 2026.
Cornerstone Wealth Management sold 3,656 Invesco Trust Investment Grade Municipals shares in Q3 2026, an estimated $37K.
Invesco Trust Investment Grade Municipals made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #645 holding.
Cornerstone Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q2 2025 and has held it in 6 quarters since.
Cornerstone Wealth Management's Invesco Trust Investment Grade Municipals position peaked at $352K in Q2 2026.
57 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.