Sovereign Financial Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Sovereign Financial Group’s Portfolio VGM Stock Details VGM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$307K	Sell
2025 Q2	$289K	Buy
2025 Q1	$278K	Buy
2024 Q4	$255K	Buy
2024 Q3	$116K	Buy