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Prospera Financial Services’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Prospera Financial 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
Q2 		$314K Hold
29,606
– – ﹤0.01% 1218
2026
Q1 		$292K Hold
29,606
– – ﹤0.01% 1214
2025
Q4 		$307K Hold
29,606
– – 0.01% 1139
2025
Q3 		$300K Buy
29,606
+1,250
+4% +$12.1K 0.01% 1139
2025
Q2 		$269K Buy
28,356
+12,750
+82% +$122K 0.01% 1152
2025
Q1 		$155K Buy
+15,606
New +$158K ﹤0.01% 1127
2023
Q1 		– Sell
-12,259
Closed -$123K – 1006
2022
Q4 		$123K Buy
+12,259
New +$117K 0.01% 864
2022
Q2 		– Sell
-18,859
Closed -$219K – 2576
2022
Q1 		$219K Buy
+18,859
New +$232K 0.01% 861
2021
Q3 		– Sell
-15,159
Closed -$213K – 856
2021
Q2 		$213K Hold
15,159
– – 0.01% 749
2021
Q1 		$204K Buy
15,159
+1,053
+7% +$14K 0.01% 716
2020
Q4 		$186K Hold
14,106
– – 0.01% 649
2020
Q3 		$175K Sell
14,106
-1
-0% -$13 0.07% 271
2020
Q2 		$170K Buy
14,107
+2,500
+22% +$29.7K 0.02% 548
2020
Q1 		$140K Sell
11,607
-1,900
-14% -$24.2K 0.01% 485
2019
Q4 		$174K Sell
13,507
-5,800
-30% -$74K 0.01% 574
2019
Q3 		$248K Hold
19,307
– – 0.03% 472
2019
Q2 		$245K Buy
+19,307
New +$239K 0.03% 453
2019
Q1 		– Sell
-19,307
Closed -$222K – 442
2018
Q4 		$222K Buy
19,307
+2,500
+15% +$28.6K 0.04% 347
2018
Q3 		$208K Hold
16,807
– – 0.04% 391
2018
Q2 		$208K Hold
16,807
– – 0.03% 424
2018
Q1 		$205K Buy
16,807
+4,300
+34% +$54.3K 0.03% 414
2017
Q4 		$165K Hold
12,507
– – 0.03% 378
2017
Q3 		$168K Hold
12,507
– – 0.03% 405
2017
Q2 		$168K Hold
12,507
– – 0.03% 401
2017
Q1 		$162K Hold
12,507
– – 0.03% 360
2016
Q4 		$159K Buy
+12,507
New +$163K 0.03% 366
2013
Q3 		– Sell
-78,050
Closed -$1.07M – 266
2013
Q2 		$1.07M Buy
+78,050
New +$1.13M 0.49% 52

Other funds holding VGM

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prospera Financial Services's VGM Position: Q2 2026 in Review

Prospera Financial Services held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q2 2026 at 29,606 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Prospera Financial Services first reported a position in VGM in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.07M in Q2 2013. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • Prospera Financial Services held 29,606 shares of Invesco Trust Investment Grade Municipals worth $314K as of Q2 2026.
  • Prospera Financial Services left its Invesco Trust Investment Grade Municipals share count unchanged in Q2 2026.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1218 holding.
  • Prospera Financial Services first reported a position in Invesco Trust Investment Grade Municipals in Q2 2013 and has held it in 27 quarters since.
  • Prospera Financial Services's Invesco Trust Investment Grade Municipals position peaked at $1.07M in Q2 2013.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.