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GPS Wealth Strategies Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

GPS Wealth Strategies Group’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
2023
Q4 		– Sell
-8,113
Closed -$69K – 1313
2023
Q3 		$69K Hold
8,113
– – 0.01% 415
2023
Q2 		$78.8K Sell
8,113
-3,608
-31% -$35.1K 0.01% 403
2023
Q1 		$117K Hold
11,721
– – 0.02% 320
2022
Q4 		$118K Hold
11,721
– – 0.04% 105
2022
Q3 		$110K Hold
11,721
– – 0.03% 286
2022
Q2 		$123K Buy
11,721
+11,518
+5,674% +$124K 0.03% 276
2022
Q1 		$2K Buy
+203
New +$2.5K ﹤0.01% 980

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return