EIP
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Essential Investment Partners’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Essential Investment Partners’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 		$10.6K Hold
1,000
– – 0.01% 210
2026
Q1 		$9.87K Sell
1,000
-500
-33% -$5.17K 0.01% 203
2025
Q4 		$15.6K Buy
+1,500
New +$15.3K 0.01% 180

Other funds holding VGM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Essential Investment Partners's VGM Position: Q2 2026 in Review

Essential Investment Partners held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q2 2026 at 1,000 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #210.

Essential Investment Partners first reported a position in VGM in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.6K in Q4 2025. 19 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Essential Investment Partners held 1,000 shares of Invesco Trust Investment Grade Municipals worth $10.6K as of Q2 2026.
  • Essential Investment Partners left its Invesco Trust Investment Grade Municipals share count unchanged in Q2 2026.
  • Invesco Trust Investment Grade Municipals made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #210 holding.
  • Essential Investment Partners first reported a position in Invesco Trust Investment Grade Municipals in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Invesco Trust Investment Grade Municipals position peaked at $15.6K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.