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&Partners’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

&Partners’s Portfolio VTN Stock Details VTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Hold
12,806
– – ﹤0.01% 2302
2025
Q4 		$147K Buy
+12,806
New +$144K ﹤0.01% 2175

Other funds holding VTN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.13B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

&Partners's VTN Position: Q1 2026 in Review

&Partners held its Invesco Trust for Investment Grade New York Municipals (VTN) position steady in Q1 2026 at 12,806 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

&Partners first reported a position in VTN in Q4 2025 and has held it in 2 quarters since. The position peaked at $147K in Q4 2025. 23 funds tracked by Wall St. Rank hold VTN as of Q1 2026.

  • &Partners held 12,806 shares of Invesco Trust for Investment Grade New York Municipals worth $140K as of Q1 2026.
  • &Partners left its Invesco Trust for Investment Grade New York Municipals share count unchanged in Q1 2026.
  • Invesco Trust for Investment Grade New York Municipals made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2302 holding.
  • &Partners first reported a position in Invesco Trust for Investment Grade New York Municipals in Q4 2025 and has held it in 2 quarters since.
  • &Partners's Invesco Trust for Investment Grade New York Municipals position peaked at $147K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Invesco Trust for Investment Grade New York Municipals as of Q1 2026.

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