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 Q3	$234K	Hold	27,029	–	–	0.12%	39
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

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

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

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

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

Gridiron Partners's VGM Position: Q3 2026 in Review

Gridiron Partners held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q3 2026 at 27,029 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #39.

Gridiron Partners first reported a position in VGM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q3 2024. 57 funds tracked by Wall St. Rank hold VGM as of Q3 2026.

Gridiron Partners held 27,029 shares of Invesco Trust Investment Grade Municipals worth $234K as of Q3 2026.
Gridiron Partners left its Invesco Trust Investment Grade Municipals share count unchanged in Q3 2026.
Invesco Trust Investment Grade Municipals made up 0.12% of Gridiron Partners's portfolio in Q3 2026, its #39 holding.
Gridiron Partners first reported a position in Invesco Trust Investment Grade Municipals in Q4 2023 and has held it in 12 quarters since.
Gridiron Partners's Invesco Trust Investment Grade Municipals position peaked at $1.58M in Q3 2024.
57 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.