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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
Q2 		$150K Buy
12,958
+152
+1% +$1.69K ﹤0.01% 2425
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 $15.9B AUM 53.4% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

&Partners's VTN Position: Q2 2026 in Review

&Partners increased its Invesco Trust for Investment Grade New York Municipals (VTN) stake by 1.2% in Q2 2026, buying an estimated $1.69K and bringing the position to 12,958 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

&Partners first reported a position in VTN in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold VTN as of Q2 2026.

  • &Partners held 12,958 shares of Invesco Trust for Investment Grade New York Municipals worth $150K as of Q2 2026.
  • &Partners bought 152 Invesco Trust for Investment Grade New York Municipals shares in Q2 2026, an estimated $1.69K.
  • Invesco Trust for Investment Grade New York Municipals made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2425 holding.
  • &Partners first reported a position in Invesco Trust for Investment Grade New York Municipals in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Invesco Trust for Investment Grade New York Municipals as of Q2 2026.

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