BFC Planning, Inc.’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

BFC Planning, Inc.’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 Q3	–	Sell	-5,812	Closed	-$61.6K	–	3616
2026 Q2	$61.6K	Buy	5,812 +1,662	+40%	+$17K	﹤0.01%	1452
2026 Q1	$41K	Hold	4,150	–	–	﹤0.01%	1416
2025 Q4	$43K	Hold	4,150	–	–	﹤0.01%	1430
2025 Q3	$42K	Hold	4,150	–	–	﹤0.01%	1261
2025 Q2	$39.4K	Hold	4,150	–	–	﹤0.01%	1219
2025 Q1	$41.3K	Hold	4,150	–	–	﹤0.01%	1180
2024 Q4	$41.9K	Buy	4,150 +620	+18%	+$6.37K	﹤0.01%	1185
2024 Q3	$37.3K	Buy	+3,530	New	+$36.7K	﹤0.01%	1201

Other funds holding VGM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

BFC Planning, Inc.'s VGM Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2026, closing a stake of 5,812 shares — an estimated $61.6K sold.

BFC Planning, Inc. first reported a position in VGM in Q3 2024 and held it in 8 quarters. The position peaked at $61.6K in Q2 2026. 85 funds tracked by Wall St. Rank hold VGM as of Q3 2026.

BFC Planning, Inc. reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 5,812 Invesco Trust Investment Grade Municipals shares in Q3 2026, an estimated $61.6K.
BFC Planning, Inc. first reported a position in Invesco Trust Investment Grade Municipals in Q3 2024 and held it in 8 quarters.
BFC Planning, Inc.'s Invesco Trust Investment Grade Municipals position peaked at $61.6K in Q2 2026.
85 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.