Ken Fisher
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Ken Fisher’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Ken Fisher’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 		– Sell
-14,352
Closed -$142K – 1128
2026
Q1 		$142K Buy
+14,352
New +$148K ﹤0.01% 1000

Other funds holding VGM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Ken Fisher's VGM Position: Q2 2026 in Review

Ken Fisher sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2026, closing a stake of 14,352 shares — an estimated $142K sold.

Ken Fisher first reported a position in VGM in Q1 2026 and held it in 1 quarter. The position peaked at $142K in Q1 2026. 57 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Ken Fisher reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2026 after selling out during the quarter.
  • Ken Fisher sold 14,352 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $142K.
  • Ken Fisher first reported a position in Invesco Trust Investment Grade Municipals in Q1 2026 and held it in 1 quarter.
  • Ken Fisher's Invesco Trust Investment Grade Municipals position peaked at $142K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.