Institute for Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Institute for Wealth Management’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	$160K	Hold	15,100	–	–	0.01%	568
2026 Q1	$149K	Hold	15,100	–	–	0.02%	536
2025 Q4	$157K	Hold	15,100	–	–	0.02%	531
2025 Q3	$153K	Hold	15,100	–	–	0.02%	550
2025 Q2	$143K	Hold	15,100	–	–	0.02%	554
2025 Q1	$150K	Hold	15,100	–	–	0.02%	518
2024 Q4	$153K	Hold	15,100	–	–	0.02%	497
2024 Q3	$159K	Hold	15,100	–	–	0.02%	530
2024 Q2	$155K	Hold	15,100	–	–	0.02%	493
2024 Q1	$149K	Hold	15,100	–	–	0.02%	498
2023 Q4	$149K	Hold	15,100	–	–	0.02%	475
2023 Q3	$128K	Hold	15,100	–	–	0.02%	448
2023 Q2	$147K	Buy	+15,100	New	+$147K	0.02%	449

Other funds holding VGM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Institute for Wealth Management's VGM Position: Q2 2026 in Review

Institute for Wealth Management held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q2 2026 at 15,100 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #568.

Institute for Wealth Management first reported a position in VGM in Q2 2023 and has held it in 13 quarters since. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

Institute for Wealth Management held 15,100 shares of Invesco Trust Investment Grade Municipals worth $160K as of Q2 2026.
Institute for Wealth Management left its Invesco Trust Investment Grade Municipals share count unchanged in Q2 2026.
Invesco Trust Investment Grade Municipals made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #568 holding.
Institute for Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q2 2023 and has held it in 13 quarters since.
103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.