Mountain Hill Investment Partners’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Mountain Hill Investment Partners’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	$74.2K	Hold	7,000	–	–	0.04%	52
2026 Q1	$69.1K	Hold	7,000	–	–	0.04%	52
2025 Q4	$72.6K	Hold	7,000	–	–	0.05%	49
2025 Q3	$70.8K	Hold	7,000	–	–	0.06%	51
2025 Q2	$66.4K	Hold	7,000	–	–	0.06%	57
2025 Q1	$69.7K	Hold	7,000	–	–	0.07%	55
2024 Q4	$70.7K	Buy	+7,000	New	+$72K	0.07%	55

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

Mountain Hill Investment Partners's VGM Position: Q2 2026 in Review

Mountain Hill Investment Partners held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q2 2026 at 7,000 shares worth $74.2K. The position accounts for 0.04% of the portfolio, ranked #52.

Mountain Hill Investment Partners first reported a position in VGM in Q4 2024 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

Mountain Hill Investment Partners held 7,000 shares of Invesco Trust Investment Grade Municipals worth $74.2K as of Q2 2026.
Mountain Hill Investment Partners left its Invesco Trust Investment Grade Municipals share count unchanged in Q2 2026.
Invesco Trust Investment Grade Municipals made up 0.04% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #52 holding.
Mountain Hill Investment Partners first reported a position in Invesco Trust Investment Grade Municipals in Q4 2024 and has held it in 7 quarters since.
103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.