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Indivisible Partners’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

Indivisible 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 		$3.05M Buy
263,491
+7,839
+3% +$87.3K 0.17% 109
2026
Q1 		$2.8M Buy
255,652
+27,885
+12% +$319K 0.25% 81
2025
Q4 		$2.62M Buy
+227,767
New +$2.56M 0.28% 72

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
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
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Indivisible Partners's VTN Position: Q2 2026 in Review

Indivisible Partners increased its Invesco Trust for Investment Grade New York Municipals (VTN) stake by 3.1% in Q2 2026, buying an estimated $87.3K and bringing the position to 263,491 shares worth $3.05M. The position accounts for 0.17% of the portfolio, ranked #109.

Indivisible Partners first reported a position in VTN in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold VTN as of Q2 2026.

  • Indivisible Partners held 263,491 shares of Invesco Trust for Investment Grade New York Municipals worth $3.05M as of Q2 2026.
  • Indivisible Partners bought 7,839 Invesco Trust for Investment Grade New York Municipals shares in Q2 2026, an estimated $87.3K.
  • Invesco Trust for Investment Grade New York Municipals made up 0.17% of Indivisible Partners's portfolio in Q2 2026, its #109 holding.
  • Indivisible Partners first reported a position in Invesco Trust for Investment Grade New York Municipals in Q4 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 Indivisible Partners's 13F filing for Q2 2026, filed 4 Aug 2026.