H6H
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Hightower 6M Holding’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Hightower 6M Holding’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
2022
Q3 		$632K Buy
67,470
+46,825
+227% +$490K 0.06% 118
2022
Q2 		$217K Sell
20,645
-54,043
-72% -$582K 0.02% 258
2022
Q1 		$868K Buy
+74,688
New +$918K 0.07% 120

Other funds holding VGM

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hightower 6M Holding's VGM Position: Q3 2022 in Review

Hightower 6M Holding increased its Invesco Trust Investment Grade Municipals (VGM) stake by 227% in Q3 2022, buying an estimated $490K and bringing the position to 67,470 shares worth $632K. The position accounts for 0.06% of the portfolio, ranked #118.

Hightower 6M Holding first reported a position in VGM in Q1 2022 and has held it in 3 quarters since. The position peaked at $868K in Q1 2022. 89 funds tracked by Wall St. Rank hold VGM as of Q3 2022.

  • Hightower 6M Holding held 67,470 shares of Invesco Trust Investment Grade Municipals worth $632K as of Q3 2022.
  • Hightower 6M Holding bought 46,825 Invesco Trust Investment Grade Municipals shares in Q3 2022, an estimated $490K.
  • Invesco Trust Investment Grade Municipals made up 0.06% of Hightower 6M Holding's portfolio in Q3 2022, its #118 holding.
  • Hightower 6M Holding first reported a position in Invesco Trust Investment Grade Municipals in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's Invesco Trust Investment Grade Municipals position peaked at $868K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.