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

StoneX Group’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	-22,802	Closed	-$236K	–	1237
2025 Q4	$236K	Hold	22,802	–	–	0.01%	806
2025 Q3	$231K	Hold	22,802	–	–	0.01%	780
2025 Q2	$216K	Buy	22,802 +3,306	+17%	+$31.7K	0.01%	755
2025 Q1	$194K	Buy	19,496 +29	+0.1%	+$293	0.01%	780
2024 Q4	$197K	Buy	+19,467	New	+$200K	0.01%	752
2020 Q4	–	Sell	-10,822	Closed	-$134K	–	385
2020 Q3	$134K	Buy	10,822 +19	+0.2%	+$239	0.04%	319
2020 Q2	$130K	Buy	10,803 +15	+0.1%	+$178	0.05%	286
2020 Q1	$130K	Buy	+10,788	New	+$137K	0.07%	238

Other funds holding VGM

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

StoneX Group's VGM Position: Q1 2026 in Review

StoneX Group sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2026, closing a stake of 22,802 shares — an estimated $236K sold.

StoneX Group first reported a position in VGM in Q1 2020 and held it in 8 quarters. The position peaked at $236K in Q4 2025. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

StoneX Group reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 22,802 Invesco Trust Investment Grade Municipals shares in Q1 2026, an estimated $236K.
StoneX Group first reported a position in Invesco Trust Investment Grade Municipals in Q1 2020 and held it in 8 quarters.
StoneX Group's Invesco Trust Investment Grade Municipals position peaked at $236K in Q4 2025.
109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.