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Dynamic Advisor Solutions’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Dynamic Advisor Solutions’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 		$149K Sell
14,050
-100
-0.7% -$1.02K ﹤0.01% 1018
2026
Q1 		$140K Hold
14,150
– – ﹤0.01% 938
2025
Q4 		$147K Sell
14,150
-100
-0.7% -$1.02K ﹤0.01% 913
2025
Q3 		$144K Hold
14,250
– – ﹤0.01% 912
2025
Q2 		$135K Buy
14,250
+600
+4% +$5.76K ﹤0.01% 875
2025
Q1 		$136K Buy
13,650
+900
+7% +$9.1K ﹤0.01% 825
2024
Q4 		$129K Sell
12,750
-200
-2% -$2.06K 0.01% 639
2024
Q3 		$137K Buy
12,950
+1,800
+16% +$18.7K ﹤0.01% 899
2024
Q2 		$115K Hold
11,150
– – ﹤0.01% 909
2024
Q1 		$110K Sell
11,150
-400
-3% -$3.93K ﹤0.01% 901
2023
Q4 		$113K Hold
11,550
– – ﹤0.01% 863
2023
Q3 		$98.2K Buy
11,550
+450
+4% +$4.22K ﹤0.01% 810
2023
Q2 		$108K Buy
11,100
+150
+1% +$1.46K 0.01% 770
2023
Q1 		$109K Buy
+10,950
New +$110K 0.01% 723

Other funds holding VGM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dynamic Advisor Solutions's VGM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 0.71% in Q2 2026, selling an estimated $1.02K and leaving 14,050 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Dynamic Advisor Solutions first reported a position in VGM in Q1 2023 and has held it in 14 quarters since. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Dynamic Advisor Solutions held 14,050 shares of Invesco Trust Investment Grade Municipals worth $149K as of Q2 2026.
  • Dynamic Advisor Solutions sold 100 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $1.02K.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #1018 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco Trust Investment Grade Municipals in Q1 2023 and has held it in 14 quarters since.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.