Focus Partners Wealth
VGM icon

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

Focus Partners Wealth’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
2026
Q2 		$383K Buy
36,149
+549
+2% +$5.62K ﹤0.01% 2119
2026
Q1 		$351K Hold
35,600
– – ﹤0.01% 2103
2025
Q4 		$369K Buy
+35,600
New +$363K ﹤0.01% 2112

Other funds holding VGM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth's VGM Position: Q2 2026 in Review

Focus Partners Wealth increased its Invesco Trust Investment Grade Municipals (VGM) stake by 1.5% in Q2 2026, buying an estimated $5.62K and bringing the position to 36,149 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Focus Partners Wealth first reported a position in VGM in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Focus Partners Wealth held 36,149 shares of Invesco Trust Investment Grade Municipals worth $383K as of Q2 2026.
  • Focus Partners Wealth bought 549 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $5.62K.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2119 holding.
  • Focus Partners Wealth first reported a position in Invesco Trust Investment Grade Municipals in Q4 2025 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.