Mercer Global Advisors’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

Mercer Global Advisors’s Portfolio VTN Stock Details VTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.5K	Buy	+2,806	New	+$31.3K	﹤0.01%	4559

Other funds holding VTN

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

Indivisible Partners Clearwater, Florida $1.77B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Mercer Global Advisors's VTN Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Invesco Trust for Investment Grade New York Municipals (VTN) in Q2 2026: 2,806 shares worth $32.5K. The stake represents ﹤0.01% of the portfolio and ranks #4559 among its holdings.

25 funds tracked by Wall St. Rank hold VTN as of Q2 2026.

Mercer Global Advisors held 2,806 shares of Invesco Trust for Investment Grade New York Municipals worth $32.5K as of Q2 2026.
Invesco Trust for Investment Grade New York Municipals was a new Mercer Global Advisors position in Q2 2026.
Invesco Trust for Investment Grade New York Municipals made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4559 holding.
25 funds tracked by Wall St. Rank held Invesco Trust for Investment Grade New York Municipals as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.