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Smartleaf Asset Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Smartleaf Asset Management’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 		$3.67K Hold
381
– – ﹤0.01% 2783
2025
Q4 		$3.95K Buy
+381
New +$3.89K ﹤0.01% 2795

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smartleaf Asset Management's VGM Position: Q1 2026 in Review

Smartleaf Asset Management held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q1 2026 at 381 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Smartleaf Asset Management first reported a position in VGM in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.95K in Q4 2025. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

  • Smartleaf Asset Management held 381 shares of Invesco Trust Investment Grade Municipals worth $3.67K as of Q1 2026.
  • Smartleaf Asset Management left its Invesco Trust Investment Grade Municipals share count unchanged in Q1 2026.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2783 holding.
  • Smartleaf Asset Management first reported a position in Invesco Trust Investment Grade Municipals in Q4 2025 and has held it in 2 quarters since.
  • Smartleaf Asset Management's Invesco Trust Investment Grade Municipals position peaked at $3.95K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.