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Elevated Capital Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Elevated Capital Advisors’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 		– Sell
-375
Closed -$3.7K – 867
2026
Q1 		$3.7K Buy
+375
New +$3.87K ﹤0.01% 585

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

Elevated Capital Advisors's VGM Position: Q2 2026 in Review

Elevated Capital Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2026, closing a stake of 375 shares — an estimated $3.7K sold.

Elevated Capital Advisors first reported a position in VGM in Q1 2026 and held it in 1 quarter. The position peaked at $3.7K in Q1 2026. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Elevated Capital Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2026 after selling out during the quarter.
  • Elevated Capital Advisors sold 375 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $3.7K.
  • Elevated Capital Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q1 2026 and held it in 1 quarter.
  • Elevated Capital Advisors's Invesco Trust Investment Grade Municipals position peaked at $3.7K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.