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HBK Sorce Advisory’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

HBK Sorce Advisory’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
Q1 		– Sell
-17,722
Closed -$178K – 814
2022
Q4 		$178K Buy
+17,722
New +$170K ﹤0.01% 661

Other funds holding VGM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

HBK Sorce Advisory's VGM Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2023, closing a stake of 17,722 shares — an estimated $178K sold.

HBK Sorce Advisory first reported a position in VGM in Q4 2022 and held it in 1 quarter. The position peaked at $178K in Q4 2022. 89 funds tracked by Wall St. Rank hold VGM as of Q1 2023.

  • HBK Sorce Advisory reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 17,722 Invesco Trust Investment Grade Municipals shares in Q1 2023, an estimated $178K.
  • HBK Sorce Advisory first reported a position in Invesco Trust Investment Grade Municipals in Q4 2022 and held it in 1 quarter.
  • HBK Sorce Advisory's Invesco Trust Investment Grade Municipals position peaked at $178K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.