Independent Financial Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Independent Financial Group’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 Q4	–	Sell	-27,931	Closed	-$261K	–	821
2022 Q3	$261K	Buy	+27,931	New	+$292K	0.02%	580
2022 Q2	–	Sell	-11,300	Closed	-$131K	–	817
2022 Q1	$131K	Sell	11,300 -160	-1%	-$1.97K	0.01%	746
2021 Q4	$160K	Buy	11,460 +410	+4%	+$5.61K	0.01%	746
2021 Q3	$151K	Buy	+11,050	New	+$155K	0.02%	687

Other funds holding VGM

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Financial Group's VGM Position: Q4 2022 in Review

Independent Financial Group sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2022, closing a stake of 27,931 shares — an estimated $261K sold.

Independent Financial Group first reported a position in VGM in Q3 2021 and held it in 4 quarters. The position peaked at $261K in Q3 2022. 96 funds tracked by Wall St. Rank hold VGM as of Q4 2022.

Independent Financial Group reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2022 after selling out during the quarter.
Independent Financial Group sold 27,931 Invesco Trust Investment Grade Municipals shares in Q4 2022, an estimated $261K.
Independent Financial Group first reported a position in Invesco Trust Investment Grade Municipals in Q3 2021 and held it in 4 quarters.
Independent Financial Group's Invesco Trust Investment Grade Municipals position peaked at $261K in Q3 2022.
96 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.