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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

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M 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 $376B 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 $74.1B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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