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

Gridiron Partners’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	$287K	Sell	27,029 -102,697	-79%	-$1.05M	0.15%	36
2026 Q1	$1.28M	Sell	129,726 -20,257	-14%	-$209K	0.78%	21
2025 Q4	$1.56M	Hold	149,983	–	–	0.89%	20
2025 Q3	$1.52M	Hold	149,983	–	–	0.86%	20
2025 Q2	$1.42M	Hold	149,983	–	–	0.88%	20
2025 Q1	$1.49M	Hold	149,983	–	–	0.96%	19
2024 Q4	$1.51M	Hold	149,983	–	–	0.96%	18
2024 Q3	$1.58M	Hold	149,983	–	–	0.96%	19
2024 Q2	$1.54M	Sell	149,983 -365	-0.2%	-$3.59K	0.98%	18
2024 Q1	$1.48M	Sell	150,348 -9,635	-6%	-$94.6K	0.95%	18
2023 Q4	$1.58M	Buy	+159,983	New	+$1.45M	1.12%	17

Other funds holding VGM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gridiron Partners's VGM Position: Q2 2026 in Review

Gridiron Partners reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 79% in Q2 2026, selling an estimated $1.05M and leaving 27,029 shares worth $287K. The position accounts for 0.15% of the portfolio, ranked #36.

Gridiron Partners first reported a position in VGM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q3 2024. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

Gridiron Partners held 27,029 shares of Invesco Trust Investment Grade Municipals worth $287K as of Q2 2026.
Gridiron Partners sold 102,697 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $1.05M.
Invesco Trust Investment Grade Municipals made up 0.15% of Gridiron Partners's portfolio in Q2 2026, its #36 holding.
Gridiron Partners first reported a position in Invesco Trust Investment Grade Municipals in Q4 2023 and has held it in 11 quarters since.
Gridiron Partners's Invesco Trust Investment Grade Municipals position peaked at $1.58M in Q3 2024.
103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Gridiron Partners's 13F filing for Q2 2026, filed 5 Aug 2026.