Nations Financial Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Nations Financial Group’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
2021 Q2	–	Sell	-10,272	Closed	-$138K	–	420
2021 Q1	$138K	Hold	10,272	–	–	0.03%	340
2020 Q4	$136K	Hold	10,272	–	–	0.04%	313
2020 Q3	$128K	Hold	10,272	–	–	0.04%	281
2020 Q2	$124K	Hold	10,272	–	–	0.04%	259
2020 Q1	$124K	Buy	+10,272	New	+$131K	0.05%	248
2019 Q4	–	Sell	-10,659	Closed	-$137K	–	298
2019 Q3	$137K	Hold	10,659	–	–	0.05%	280
2019 Q2	$135K	Hold	10,659	–	–	0.09%	168
2019 Q1	$132K	Hold	10,659	–	–	0.09%	165
2018 Q4	$122K	Hold	10,659	–	–	0.1%	157
2018 Q3	$127K	Hold	10,659	–	–	0.09%	161
2018 Q2	$132K	Buy	+10,659	New	+$131K	0.11%	154

Other funds holding VGM

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Nations Financial Group's VGM Position: Q2 2021 in Review

Nations Financial Group sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2021, closing a stake of 10,272 shares — an estimated $138K sold.

Nations Financial Group first reported a position in VGM in Q2 2018 and held it in 11 quarters. The position peaked at $138K in Q1 2021. 78 funds tracked by Wall St. Rank hold VGM as of Q2 2021.

Nations Financial Group reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2021 after selling out during the quarter.
Nations Financial Group sold 10,272 Invesco Trust Investment Grade Municipals shares in Q2 2021, an estimated $138K.
Nations Financial Group first reported a position in Invesco Trust Investment Grade Municipals in Q2 2018 and held it in 11 quarters.
Nations Financial Group's Invesco Trust Investment Grade Municipals position peaked at $138K in Q1 2021.
78 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2021.

Based on Nations Financial Group's 13F filing for Q2 2021, filed 16 Aug 2021.