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
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 $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's VGM Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco Trust Investment Grade Municipals (VGM) in Q4 2025: 1,394 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #1574 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in VGM as recently as Q1 2024.

SageView Advisory Group first reported a position in VGM in Q1 2024 and has held it in 2 quarters since. The position peaked at $4.16M in Q1 2024. 102 funds tracked by Wall St. Rank hold VGM as of Q4 2025.

  • SageView Advisory Group held 1,394 shares of Invesco Trust Investment Grade Municipals worth $14.5K as of Q4 2025.
  • Invesco Trust Investment Grade Municipals was a new SageView Advisory Group position in Q4 2025.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1574 holding.
  • SageView Advisory Group first reported a position in Invesco Trust Investment Grade Municipals in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Invesco Trust Investment Grade Municipals position peaked at $4.16M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.