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First Command Advisory Services’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

First Command Advisory Services’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
2025
Q3 		– Sell
-100
Closed -$949 – 651
2025
Q2 		$949 Buy
+100
New +$960 ﹤0.01% 550

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

First Command Advisory Services's VGM Position: Q3 2025 in Review

First Command Advisory Services sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2025, closing a stake of 100 shares — an estimated $949 sold.

First Command Advisory Services first reported a position in VGM in Q2 2025 and held it in 1 quarter. The position peaked at $949 in Q2 2025. 108 funds tracked by Wall St. Rank hold VGM as of Q3 2025.

  • First Command Advisory Services reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2025 after selling out during the quarter.
  • First Command Advisory Services sold 100 Invesco Trust Investment Grade Municipals shares in Q3 2025, an estimated $949.
  • First Command Advisory Services first reported a position in Invesco Trust Investment Grade Municipals in Q2 2025 and held it in 1 quarter.
  • First Command Advisory Services's Invesco Trust Investment Grade Municipals position peaked at $949 in Q2 2025.
  • 108 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2025.

Based on First Command Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.