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Regatta Research & Money Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Regatta Research & Money 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 		$1.2M Buy
+113,376
New +$1.16M 1.14% 17

Other funds holding VGM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Regatta Research & Money Management's VGM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco Trust Investment Grade Municipals (VGM) in Q2 2026: 113,376 shares worth $1.2M. The stake represents 1.14% of the portfolio and ranks #17 among its holdings.

80 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Regatta Research & Money Management held 113,376 shares of Invesco Trust Investment Grade Municipals worth $1.2M as of Q2 2026.
  • Invesco Trust Investment Grade Municipals was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco Trust Investment Grade Municipals made up 1.14% of Regatta Research & Money Management's portfolio in Q2 2026, its #17 holding.
  • 80 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.