CVA Family Office’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

CVA Family Office’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	$2.19K	Sell	206 -197	-49%	-$2.02K	﹤0.01%	1505
2026 Q1	$3.97K	Buy	403 +3	+0.8%	+$31	﹤0.01%	1314
2025 Q4	$4.15K	Hold	400	–	–	﹤0.01%	906
2025 Q3	$4.05K	Hold	400	–	–	﹤0.01%	917
2025 Q2	$3.8K	Buy	+400	New	+$3.84K	﹤0.01%	924

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

CVA Family Office's VGM Position: Q2 2026 in Review

CVA Family Office reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 49% in Q2 2026, selling an estimated $2.02K and leaving 206 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

CVA Family Office first reported a position in VGM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.15K in Q4 2025. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

CVA Family Office held 206 shares of Invesco Trust Investment Grade Municipals worth $2.19K as of Q2 2026.
CVA Family Office sold 197 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $2.02K.
Invesco Trust Investment Grade Municipals made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1505 holding.
CVA Family Office first reported a position in Invesco Trust Investment Grade Municipals in Q2 2025 and has held it in 5 quarters since.
CVA Family Office's Invesco Trust Investment Grade Municipals position peaked at $4.15K in Q4 2025.
103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.