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CX Institutional’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

CX Institutional’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
2025
Q3 		– Sell
-2,399
Closed -$23K – 1402
2025
Q2 		$23K Hold
2,399
– – ﹤0.01% 946
2025
Q1 		$24K Buy
+2,399
New +$24.2K ﹤0.01% 931

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

CX Institutional's VGM Position: Q3 2025 in Review

CX Institutional sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2025, closing a stake of 2,399 shares — an estimated $23K sold.

CX Institutional first reported a position in VGM in Q1 2025 and held it in 2 quarters. The position peaked at $24K in Q1 2025. 108 funds tracked by Wall St. Rank hold VGM as of Q3 2025.

  • CX Institutional reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2025 after selling out during the quarter.
  • CX Institutional sold 2,399 Invesco Trust Investment Grade Municipals shares in Q3 2025, an estimated $23K.
  • CX Institutional first reported a position in Invesco Trust Investment Grade Municipals in Q1 2025 and held it in 2 quarters.
  • CX Institutional's Invesco Trust Investment Grade Municipals position peaked at $24K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2025.

Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.