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Tower Research Capital (TRC)’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Tower Research Capital (TRC)’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
2025
Q3 		– Sell
-713
Closed -$6.77K – 5660
2025
Q2 		$6.77K Buy
+713
New +$6.84K ﹤0.01% 4093
2025
Q1 		– Sell
-102
Closed -$1.03K – 5831
2024
Q4 		$1.03K Buy
+102
New +$1.05K ﹤0.01% 5112
2022
Q4 		– Sell
-300
Closed -$3K – 6410
2022
Q3 		$3K Buy
+300
New +$3.14K ﹤0.01% 5437
2018
Q4 		– Sell
-440
Closed -$5K – 4394
2018
Q3 		$5K Buy
+440
New +$5.34K ﹤0.01% 3140
2016
Q2 		– Sell
-800
Closed -$11K – 5011
2016
Q1 		$11K Buy
800
+500
+167% +$6.83K ﹤0.01% 1885
2015
Q4 		$4K Buy
+300
New +$3.93K ﹤0.01% 3263
2015
Q3 		– Sell
-78
Closed -$1K – 4820
2015
Q2 		$1K Buy
+78
New +$1.02K ﹤0.01% 4083
2015
Q1 		– Sell
-1,381
Closed -$18K – 4969
2014
Q4 		$18K Buy
+1,381
New +$18.3K ﹤0.01% 1680
2014
Q1 		– Sell
-112
Closed -$1K – 4971
2013
Q4 		$1K Sell
112
-888
-89% -$10.7K ﹤0.01% 4263
2013
Q3 		$12K Buy
1,000
+944
+1,686% +$11.6K ﹤0.01% 3093
2013
Q2 		$1K Buy
+56
New +$811 ﹤0.01% 3749

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Tower Research Capital (TRC)'s VGM Position: Q3 2025 in Review

Tower Research Capital (TRC) sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2025, closing a stake of 713 shares — an estimated $6.77K sold.

Tower Research Capital (TRC) first reported a position in VGM in Q2 2013 and held it in 11 quarters. The position peaked at $18K in Q4 2014. 108 funds tracked by Wall St. Rank hold VGM as of Q3 2025.

  • Tower Research Capital (TRC) reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 713 Invesco Trust Investment Grade Municipals shares in Q3 2025, an estimated $6.77K.
  • Tower Research Capital (TRC) first reported a position in Invesco Trust Investment Grade Municipals in Q2 2013 and held it in 11 quarters.
  • Tower Research Capital (TRC)'s Invesco Trust Investment Grade Municipals position peaked at $18K in Q4 2014.
  • 108 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q3 2025, filed 14 Nov 2025.