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IFP Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

IFP 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
2026
Q2 		$31.9K Sell
3,009
-626
-17% -$6.4K ﹤0.01% 2684
2026
Q1 		$35.9K Sell
3,635
-51
-1% -$527 ﹤0.01% 2438
2025
Q4 		$38.2K Buy
3,686
+19
+0.5% +$194 ﹤0.01% 2349
2025
Q3 		$37.1K Buy
3,667
+20
+0.5% +$194 ﹤0.01% 2235
2025
Q2 		$34.6K Buy
3,647
+997
+38% +$9.57K ﹤0.01% 2248
2025
Q1 		$26.4K Hold
2,650
– – ﹤0.01% 2177
2024
Q4 		$26.8K Buy
2,650
+844
+47% +$8.68K ﹤0.01% 2112
2024
Q3 		$19.1K Sell
1,806
-2,885
-62% -$30K ﹤0.01% 2165
2024
Q2 		$48.2K Sell
4,691
-202
-4% -$1.99K ﹤0.01% 1702
2024
Q1 		$48.2K Sell
4,893
-209
-4% -$2.05K ﹤0.01% 1608
2023
Q4 		$50.5K Sell
5,102
-337
-6% -$3.06K ﹤0.01% 1542
2023
Q3 		$46.2K Buy
5,439
+3
+0.1% +$28 ﹤0.01% 1594
2023
Q2 		$52.8K Sell
5,436
-80
-1% -$778 ﹤0.01% 1577
2023
Q1 		$69.6K Sell
5,516
-4,817
-47% -$48.2K ﹤0.01% 1419
2022
Q4 		$133K Sell
10,333
-6,472
-39% -$62K ﹤0.01% 1584
2022
Q3 		$217K Buy
16,805
+2
+0% +$21 0.01% 1358
2022
Q2 		$216K Hold
16,803
– – 0.01% 1237
2022
Q1 		$216K Buy
+16,803
New +$207K 0.01% 1237
2019
Q1 		– Sell
-1,297
Closed -$15K – 3421
2018
Q4 		$15K Hold
1,297
– – ﹤0.01% 2306
2018
Q3 		$15K Sell
1,297
-22,801
-95% -$277K ﹤0.01% 2631
2018
Q2 		$298K Buy
24,098
+2,194
+10% +$27K 0.01% 880
2018
Q1 		$289K Hold
21,904
– – 0.01% 839
2017
Q4 		$289K Sell
21,904
-5,978
-21% -$79.1K 0.01% 840
2017
Q3 		$374K Buy
27,882
+1,457
+6% +$19.8K 0.01% 816
2017
Q2 		$355K Sell
26,425
-1,483
-5% -$19.6K 0.02% 825
2017
Q1 		$363K Hold
27,908
– – 0.02% 822
2016
Q4 		$356K Sell
27,908
-10,032
-26% -$131K 0.02% 782
2016
Q3 		$535K Hold
37,940
– – 0.03% 541
2016
Q2 		$564K Buy
+37,940
New +$545K 0.03% 508
2016
Q1 		– Sell
-20,604
Closed -$275K – 3428
2015
Q4 		$275K Buy
+20,604
New +$270K 0.02% 706

Other funds holding VGM

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors's VGM Position: Q2 2026 in Review

IFP Advisors reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 17% in Q2 2026, selling an estimated $6.4K and leaving 3,009 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

IFP Advisors first reported a position in VGM in Q4 2015 and has held it in 30 quarters since. The position peaked at $564K in Q2 2016. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • IFP Advisors held 3,009 shares of Invesco Trust Investment Grade Municipals worth $31.9K as of Q2 2026.
  • IFP Advisors sold 626 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $6.4K.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2684 holding.
  • IFP Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q4 2015 and has held it in 30 quarters since.
  • IFP Advisors's Invesco Trust Investment Grade Municipals position peaked at $564K in Q2 2016.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.