Focus Partners Advisor Solutions’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Focus Partners Advisor Solutions’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	-17,818	Closed	-$169K	–	1293
2025 Q2	$169K	Buy	+17,818	New	+$171K	﹤0.01%	1039
2025 Q1	–	Sell	-17,768	Closed	-$179K	–	1034
2024 Q4	$179K	Hold	17,768	–	–	﹤0.01%	740
2024 Q3	$188K	Buy	+17,768	New	+$185K	﹤0.01%	724
2024 Q1	–	Sell	-17,768	Closed	-$176K	–	643
2023 Q4	$176K	Hold	17,768	–	–	0.01%	400
2023 Q3	$151K	Hold	17,768	–	–	0.01%	425
2023 Q2	$173K	Buy	+17,768	New	+$173K	0.01%	364

Other funds holding VGM

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Focus Partners Advisor Solutions's VGM Position: Q3 2025 in Review

Focus Partners Advisor Solutions sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2025, closing a stake of 17,818 shares — an estimated $169K sold.

Focus Partners Advisor Solutions first reported a position in VGM in Q2 2023 and held it in 6 quarters. The position peaked at $188K in Q3 2024. 108 funds tracked by Wall St. Rank hold VGM as of Q3 2025.

Focus Partners Advisor Solutions reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 17,818 Invesco Trust Investment Grade Municipals shares in Q3 2025, an estimated $169K.
Focus Partners Advisor Solutions first reported a position in Invesco Trust Investment Grade Municipals in Q2 2023 and held it in 6 quarters.
Focus Partners Advisor Solutions's Invesco Trust Investment Grade Municipals position peaked at $188K in Q3 2024.
108 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2025, filed 12 Nov 2025.