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 Q1	$1.28M	Sell	129,726 -20,257	-14%	-$209K	0.78%	21
2025 Q4	$1.56M	Sell	149,983 -1,572,747	-91%	-$16.1M	0.89%	20
2025 Q3	$1.52M	Buy	1,722,730 +1,572,747	+1,049%	+$15.2M	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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gridiron Partners's VGM Position: Q1 2026 in Review

Gridiron Partners reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 14% in Q1 2026, selling an estimated $209K and leaving 129,726 shares worth $1.28M. The position accounts for 0.78% of the portfolio, ranked #21.

Gridiron Partners first reported a position in VGM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q3 2024. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

Gridiron Partners held 129,726 shares of Invesco Trust Investment Grade Municipals worth $1.28M as of Q1 2026.
Gridiron Partners sold 20,257 Invesco Trust Investment Grade Municipals shares in Q1 2026, an estimated $209K.
Invesco Trust Investment Grade Municipals made up 0.78% of Gridiron Partners's portfolio in Q1 2026, its #21 holding.
Gridiron Partners first reported a position in Invesco Trust Investment Grade Municipals in Q4 2023 and has held it in 10 quarters since.
Gridiron Partners's Invesco Trust Investment Grade Municipals position peaked at $1.58M in Q3 2024.
109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on Gridiron Partners's 13F filing for Q1 2026, filed 13 Apr 2026.