Pasadena Private Wealth’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Pasadena Private Wealth’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 Q3	$130K	Buy	+15,000	New	+$152K	0.02%	264

Other funds holding VGM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Pasadena Private Wealth's VGM Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in Invesco Trust Investment Grade Municipals (VGM) in Q3 2026: 15,000 shares worth $130K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings.

85 funds tracked by Wall St. Rank hold VGM as of Q3 2026.

Pasadena Private Wealth held 15,000 shares of Invesco Trust Investment Grade Municipals worth $130K as of Q3 2026.
Invesco Trust Investment Grade Municipals was a new Pasadena Private Wealth position in Q3 2026.
Invesco Trust Investment Grade Municipals made up 0.02% of Pasadena Private Wealth's portfolio in Q3 2026, its #264 holding.
85 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.