Creative Financial Designs’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Creative Financial Designs’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	–	Sell	-146	Closed	-$1.51K	–	2229
2025 Q4	$1.51K	Hold	146	–	–	﹤0.01%	1730
2025 Q3	$1.48K	Hold	146	–	–	﹤0.01%	1743
2025 Q2	$1.39K	Hold	146	–	–	﹤0.01%	1735
2025 Q1	$1.45K	Hold	146	–	–	﹤0.01%	1722
2024 Q4	$1.48K	Hold	146	–	–	﹤0.01%	1639
2024 Q3	$1.54K	Hold	146	–	–	﹤0.01%	1554
2024 Q2	$1.5K	Hold	146	–	–	﹤0.01%	1511
2024 Q1	$1.44K	Buy	+146	New	+$1.43K	﹤0.01%	1518

Other funds holding VGM

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Creative Financial Designs's VGM Position: Q1 2026 in Review

Creative Financial Designs sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2026, closing a stake of 146 shares — an estimated $1.51K sold.

Creative Financial Designs first reported a position in VGM in Q1 2024 and held it in 8 quarters. The position peaked at $1.54K in Q3 2024. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

Creative Financial Designs reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2026 after selling out during the quarter.
Creative Financial Designs sold 146 Invesco Trust Investment Grade Municipals shares in Q1 2026, an estimated $1.51K.
Creative Financial Designs first reported a position in Invesco Trust Investment Grade Municipals in Q1 2024 and held it in 8 quarters.
Creative Financial Designs's Invesco Trust Investment Grade Municipals position peaked at $1.54K in Q3 2024.
109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.