LexAurum Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

LexAurum Advisors’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	$593K	Buy	55,976 +1,036	+2%	+$10.6K	0.07%	219
2026 Q1	$542K	Buy	+54,940	New	+$568K	0.07%	215
2025 Q3	$667K	Sell	65,904 -101,652	-61%	-$985K	0.09%	163
2025 Q2	$1.59M	Buy	167,556 +53,905	+47%	+$517K	0.25%	84
2025 Q1	$1.13M	Buy	+113,651	New	+$1.15M	0.22%	94

Other funds holding VGM

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

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Wealth Care LLC Merritt Island, Florida $123M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Essential Investment Partners LLC Englewood, Colorado $125M AUM