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

FinTrust 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
2020 Q4	–	Sell	-188	Closed	-$2	–	1154
2020 Q3	$2	Hold	188	–	–	﹤0.01%	1081
2020 Q2	$2K	Hold	188	–	–	﹤0.01%	966
2020 Q1	$2K	Hold	188	–	–	﹤0.01%	1035
2019 Q4	$2K	Sell	188 -188	-50%	-$2.4K	﹤0.01%	1018
2019 Q3	$5K	Hold	376	–	–	﹤0.01%	889
2019 Q2	$5K	Sell	376 -610	-62%	-$7.56K	﹤0.01%	851
2019 Q1	$12K	Hold	986	–	–	0.01%	734
2018 Q4	$11K	Buy	+986	New	+$11.3K	0.01%	751

Other funds holding VGM

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return