P
VGM icon

&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
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

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

&Partners's VGM Position: Q1 2026 in Review

&Partners increased its Invesco Trust Investment Grade Municipals (VGM) stake by 13% in Q1 2026, buying an estimated $34.6K and bringing the position to 29,054 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

&Partners first reported a position in VGM in Q3 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

  • &Partners held 29,054 shares of Invesco Trust Investment Grade Municipals worth $287K as of Q1 2026.
  • &Partners bought 3,347 Invesco Trust Investment Grade Municipals shares in Q1 2026, an estimated $34.6K.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2030 holding.
  • &Partners first reported a position in Invesco Trust Investment Grade Municipals in Q3 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.