Smartleaf Asset Management
VGM icon

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
Q3 		– Sell
-381
Closed -$4K – 3818
2026
Q2 		$4K Hold
381
– – ﹤0.01% 2753
2026
Q1 		$3.66K Hold
381
– – ﹤0.01% 2783
2025
Q4 		$3.95K Buy
+381
New +$3.89K ﹤0.01% 2795

Other funds holding VGM

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Vestor Capital
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NEWAS
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Smartleaf Asset Management's VGM Position: Q3 2026 in Review

Smartleaf Asset Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2026, closing a stake of 381 shares — an estimated $4K sold.

Smartleaf Asset Management first reported a position in VGM in Q4 2025 and held it in 3 quarters. The position peaked at $4K in Q2 2026. 63 funds tracked by Wall St. Rank hold VGM as of Q3 2026.

  • Smartleaf Asset Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 381 Invesco Trust Investment Grade Municipals shares in Q3 2026, an estimated $4K.
  • Smartleaf Asset Management first reported a position in Invesco Trust Investment Grade Municipals in Q4 2025 and held it in 3 quarters.
  • Smartleaf Asset Management's Invesco Trust Investment Grade Municipals position peaked at $4K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.