FAIM
VGM icon

Financial Advocates Investment Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Financial Advocates Investment Management’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
2023
Q2 		– Sell
-14,405
Closed -$143K – 778
2023
Q1 		$143K Sell
14,405
-338
-2% -$3.38K 0.01% 701
2022
Q4 		$148K Sell
14,743
-113
-0.8% -$1.08K 0.01% 705
2022
Q3 		$139K Sell
14,856
-357
-2% -$3.73K 0.01% 708
2022
Q2 		$160K Sell
15,213
-1,533
-9% -$16.5K 0.01% 640
2022
Q1 		$195K Buy
16,746
+123
+0.7% +$1.51K 0.01% 689
2021
Q4 		$232K Buy
16,623
+272
+2% +$3.72K 0.01% 689
2021
Q3 		$224K Sell
16,351
-49
-0.3% -$689 0.02% 679
2021
Q2 		$230K Sell
16,400
-1,293
-7% -$17.9K 0.02% 668
2021
Q1 		$239K Sell
17,693
-561
-3% -$7.45K 0.02% 675
2020
Q4 		$241K Sell
18,254
-186
-1% -$2.37K 0.02% 624
2020
Q3 		$229K Sell
18,440
-181
-1% -$2.28K 0.02% 544
2020
Q2 		$225K Buy
+18,621
New +$221K 0.02% 531

Other funds holding VGM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Financial Advocates Investment Management's VGM Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2023, closing a stake of 14,405 shares — an estimated $143K sold.

Financial Advocates Investment Management first reported a position in VGM in Q2 2020 and held it in 12 quarters. The position peaked at $241K in Q4 2020. 91 funds tracked by Wall St. Rank hold VGM as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 14,405 Invesco Trust Investment Grade Municipals shares in Q2 2023, an estimated $143K.
  • Financial Advocates Investment Management first reported a position in Invesco Trust Investment Grade Municipals in Q2 2020 and held it in 12 quarters.
  • Financial Advocates Investment Management's Invesco Trust Investment Grade Municipals position peaked at $241K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.