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Riverbridge Partners’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Riverbridge Partners’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
2025
Q3 		– Sell
-21,707
Closed -$206K – 194
2025
Q2 		$206K Buy
21,707
+1,087
+5% +$10.4K ﹤0.01% 182
2025
Q1 		$205K Buy
20,620
+1,397
+7% +$14.1K ﹤0.01% 178
2024
Q4 		$194K Sell
19,223
-721
-4% -$7.41K ﹤0.01% 174
2024
Q3 		$211K Sell
19,944
-46,227
-70% -$481K ﹤0.01% 178
2024
Q2 		$680K Buy
+66,171
New +$651K 0.01% 135

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Riverbridge Partners's VGM Position: Q3 2025 in Review

Riverbridge Partners sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2025, closing a stake of 21,707 shares — an estimated $206K sold.

Riverbridge Partners first reported a position in VGM in Q2 2024 and held it in 5 quarters. The position peaked at $680K in Q2 2024. 108 funds tracked by Wall St. Rank hold VGM as of Q3 2025.

  • Riverbridge Partners reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2025 after selling out during the quarter.
  • Riverbridge Partners sold 21,707 Invesco Trust Investment Grade Municipals shares in Q3 2025, an estimated $206K.
  • Riverbridge Partners first reported a position in Invesco Trust Investment Grade Municipals in Q2 2024 and held it in 5 quarters.
  • Riverbridge Partners's Invesco Trust Investment Grade Municipals position peaked at $680K in Q2 2024.
  • 108 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2025.

Based on Riverbridge Partners's 13F filing for Q3 2025, filed 14 Oct 2025.