FFO
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Fortitude Family Office’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Fortitude Family Office’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
Q2 		– Sell
-2,000
Closed -$19.9K – 2144
2025
Q1 		$19.9K Hold
2,000
– – 0.01% 403
2024
Q4 		$20.2K Hold
2,000
– – 0.01% 450
2024
Q3 		$21.1K Buy
+2,000
New +$20.8K 0.01% 405

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Fortitude Family Office's VGM Position: Q2 2025 in Review

Fortitude Family Office sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2025, closing a stake of 2,000 shares — an estimated $19.9K sold.

Fortitude Family Office first reported a position in VGM in Q3 2024 and held it in 3 quarters. The position peaked at $21.1K in Q3 2024. 115 funds tracked by Wall St. Rank hold VGM as of Q2 2025.

  • Fortitude Family Office reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 2,000 Invesco Trust Investment Grade Municipals shares in Q2 2025, an estimated $19.9K.
  • Fortitude Family Office first reported a position in Invesco Trust Investment Grade Municipals in Q3 2024 and held it in 3 quarters.
  • Fortitude Family Office's Invesco Trust Investment Grade Municipals position peaked at $21.1K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.