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

Financial Management Professionals’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
2024
Q2 		– Sell
-5,666
Closed -$56K – 1024
2024
Q1 		$56K Buy
+5,666
New +$55.6K 0.01% 263
2018
Q1 		– Hold
0
– – – 158

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Management Professionals's VGM Position: Q2 2024 in Review

Financial Management Professionals sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2024, closing a stake of 5,666 shares — an estimated $56K sold.

Financial Management Professionals first reported a position in VGM in Q1 2024 and held it in 1 quarter. The position peaked at $56K in Q1 2024. 101 funds tracked by Wall St. Rank hold VGM as of Q2 2024.

  • Financial Management Professionals reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2024 after selling out during the quarter.
  • Financial Management Professionals sold 5,666 Invesco Trust Investment Grade Municipals shares in Q2 2024, an estimated $56K.
  • Financial Management Professionals first reported a position in Invesco Trust Investment Grade Municipals in Q1 2024 and held it in 1 quarter.
  • Financial Management Professionals's Invesco Trust Investment Grade Municipals position peaked at $56K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2024.

Based on Financial Management Professionals's 13F filing for Q2 2024, filed 12 Jul 2024.