PCS
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Private Client Services’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Private Client Services’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 		$100K Buy
+11,594
New +$117K 0.03% 232

Other funds holding VGM

WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Private Client Services's VGM Position: Q3 2026 in Review

Private Client Services opened a new position in Invesco Trust Investment Grade Municipals (VGM) in Q3 2026: 11,594 shares worth $100K. The stake represents 0.03% of the portfolio and ranks #232 among its holdings.

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

  • Private Client Services held 11,594 shares of Invesco Trust Investment Grade Municipals worth $100K as of Q3 2026.
  • Invesco Trust Investment Grade Municipals was a new Private Client Services position in Q3 2026.
  • Invesco Trust Investment Grade Municipals made up 0.03% of Private Client Services's portfolio in Q3 2026, its #232 holding.
  • 5 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.