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Money Concepts Capital’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,150
Closed -$31.7K – 2809
2022
Q4 		$31.7K Buy
+3,150
New +$30.2K ﹤0.01% 1442

Other funds holding VGM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Money Concepts Capital's VGM Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2023, closing a stake of 3,150 shares — an estimated $31.7K sold.

Money Concepts Capital first reported a position in VGM in Q4 2022 and held it in 1 quarter. The position peaked at $31.7K in Q4 2022. 89 funds tracked by Wall St. Rank hold VGM as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,150 Invesco Trust Investment Grade Municipals shares in Q1 2023, an estimated $31.7K.
  • Money Concepts Capital first reported a position in Invesco Trust Investment Grade Municipals in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Invesco Trust Investment Grade Municipals position peaked at $31.7K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.