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

Jupiter 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
2020 Q1	–	Sell	-11,500	Closed	-$150K	–	94
2019 Q4	$150K	Hold	11,500	–	–	0.07%	80
2019 Q3	$148K	Hold	11,500	–	–	0.08%	77
2019 Q2	$146K	Hold	11,500	–	–	0.07%	78
2019 Q1	$141K	Buy	+11,500	New	+$139K	0.07%	73

Other funds holding VGM

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

SIA

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Jupiter Wealth Management's VGM Position: Q1 2020 in Review

Jupiter Wealth Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2020, closing a stake of 11,500 shares — an estimated $150K sold.

Jupiter Wealth Management first reported a position in VGM in Q1 2019 and held it in 4 quarters. The position peaked at $150K in Q4 2019. 84 funds tracked by Wall St. Rank hold VGM as of Q1 2020.

Jupiter Wealth Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2020 after selling out during the quarter.
Jupiter Wealth Management sold 11,500 Invesco Trust Investment Grade Municipals shares in Q1 2020, an estimated $150K.
Jupiter Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q1 2019 and held it in 4 quarters.
Jupiter Wealth Management's Invesco Trust Investment Grade Municipals position peaked at $150K in Q4 2019.
84 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2020.

Based on Jupiter Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.