IWA
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IBEX Wealth Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

IBEX Wealth Advisors’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
Q2 		– Sell
-10,169
Closed -$118K – 183
2022
Q1 		$118K Buy
10,169
+7
+0.1% +$86 0.02% 170
2021
Q4 		$142K Buy
10,162
+7
+0.1% +$96 0.03% 191
2021
Q3 		$139K Buy
10,155
+6
+0.1% +$84 0.03% 207
2021
Q2 		$142K Buy
+10,149
New +$141K 0.03% 179
2019
Q3 		– Sell
-14,084
Closed -$178K – 384
2019
Q2 		$178K Buy
+14,084
New +$175K 0.05% 140
2017
Q4 		– Sell
-8,960
Closed -$121K – 138
2017
Q3 		$121K Buy
+8,960
New +$122K 0.04% 128
2017
Q1 		– Sell
-4,827
Closed -$62K – 377
2016
Q4 		$62K Buy
+4,827
New +$63K 0.03% 166

Other funds holding VGM

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return