SAG
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SageView Advisory Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,394
Closed -$14.5K – 2357
2025
Q4 		$14.5K Buy
+1,394
New +$14.2K ﹤0.01% 1574
2024
Q2 		– Sell
-9,367
Closed -$4.16M – 783
2024
Q1 		$4.16M Buy
+9,367
New +$91.9K 0.21% 63

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

SageView Advisory Group's VGM Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2026, closing a stake of 1,394 shares — an estimated $14.5K sold.

SageView Advisory Group first reported a position in VGM in Q1 2024 and held it in 2 quarters. The position peaked at $4.16M in Q1 2024. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,394 Invesco Trust Investment Grade Municipals shares in Q1 2026, an estimated $14.5K.
  • SageView Advisory Group first reported a position in Invesco Trust Investment Grade Municipals in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Invesco Trust Investment Grade Municipals position peaked at $4.16M in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.