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

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

LexAurum Advisors's VGM Position: Q2 2026 in Review

LexAurum Advisors increased its Invesco Trust Investment Grade Municipals (VGM) stake by 1.9% in Q2 2026, buying an estimated $10.6K and bringing the position to 55,976 shares worth $593K. The position accounts for 0.07% of the portfolio, ranked #219.

LexAurum Advisors first reported a position in VGM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q2 2025. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

LexAurum Advisors held 55,976 shares of Invesco Trust Investment Grade Municipals worth $593K as of Q2 2026.
LexAurum Advisors bought 1,036 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $10.6K.
Invesco Trust Investment Grade Municipals made up 0.07% of LexAurum Advisors's portfolio in Q2 2026, its #219 holding.
LexAurum Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q1 2025 and has held it in 5 quarters since.
LexAurum Advisors's Invesco Trust Investment Grade Municipals position peaked at $1.59M in Q2 2025.
103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.