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

&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 		$310K Buy
29,208
+154
+0.5% +$1.57K ﹤0.01% 2118
2026
Q1 		$287K Buy
29,054
+3,347
+13% +$34.6K ﹤0.01% 2030
2025
Q4 		$267K Buy
25,707
+13,919
+118% +$142K ﹤0.01% 1984
2025
Q3 		$119K Buy
+11,788
New +$114K ﹤0.01% 2032

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

&Partners's VGM Position: Q2 2026 in Review

&Partners increased its Invesco Trust Investment Grade Municipals (VGM) stake by 0.53% in Q2 2026, buying an estimated $1.57K and bringing the position to 29,208 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

&Partners first reported a position in VGM in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • &Partners held 29,208 shares of Invesco Trust Investment Grade Municipals worth $310K as of Q2 2026.
  • &Partners bought 154 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $1.57K.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2118 holding.
  • &Partners first reported a position in Invesco Trust Investment Grade Municipals in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.