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Sowell Financial Services’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,500
Closed -$35K – 2653
2021
Q1 		$35K Buy
+2,500
New +$33.2K ﹤0.01% 1813

Other funds holding VGM

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Sowell Financial Services's VGM Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2021, closing a stake of 2,500 shares — an estimated $35K sold.

Sowell Financial Services first reported a position in VGM in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 78 funds tracked by Wall St. Rank hold VGM as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,500 Invesco Trust Investment Grade Municipals shares in Q2 2021, an estimated $35K.
  • Sowell Financial Services first reported a position in Invesco Trust Investment Grade Municipals in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Invesco Trust Investment Grade Municipals position peaked at $35K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.