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Sequoia Financial Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Sequoia Financial Advisors’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
-20,953
Closed -$217K – 2071
2025
Q4 		$217K Hold
20,953
– – ﹤0.01% 1767
2025
Q3 		$212K Hold
20,953
– – ﹤0.01% 1605
2025
Q2 		$199K Buy
+20,953
New +$201K ﹤0.01% 1488

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

Sequoia Financial Advisors's VGM Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2026, closing a stake of 20,953 shares — an estimated $217K sold.

Sequoia Financial Advisors first reported a position in VGM in Q2 2025 and held it in 3 quarters. The position peaked at $217K in Q4 2025. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 20,953 Invesco Trust Investment Grade Municipals shares in Q1 2026, an estimated $217K.
  • Sequoia Financial Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q2 2025 and held it in 3 quarters.
  • Sequoia Financial Advisors's Invesco Trust Investment Grade Municipals position peaked at $217K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.