HWP
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Highline Wealth Partners’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

Highline Wealth Partners’s Portfolio VTN Stock Details VTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.86K Hold
420
– – ﹤0.01% 868
2026
Q1 		$4.59K Buy
+420
New +$4.81K ﹤0.01% 753
2025
Q4 		– Sell
-300
Closed -$3.31K – 1166
2025
Q3 		$3.31K Buy
+300
New +$3.13K ﹤0.01% 709

Other funds holding VTN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Highline Wealth Partners's VTN Position: Q2 2026 in Review

Highline Wealth Partners held its Invesco Trust for Investment Grade New York Municipals (VTN) position steady in Q2 2026 at 420 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Highline Wealth Partners first reported a position in VTN in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold VTN as of Q2 2026.

  • Highline Wealth Partners held 420 shares of Invesco Trust for Investment Grade New York Municipals worth $4.86K as of Q2 2026.
  • Highline Wealth Partners left its Invesco Trust for Investment Grade New York Municipals share count unchanged in Q2 2026.
  • Invesco Trust for Investment Grade New York Municipals made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #868 holding.
  • Highline Wealth Partners first reported a position in Invesco Trust for Investment Grade New York Municipals in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Invesco Trust for Investment Grade New York Municipals as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.