Tyche Wealth Partners’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Tyche Wealth Partners’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 Q2	$834K	Sell	78,648 -3,450	-4%	-$35.3K	0.12%	128
2026 Q1	$810K	Hold	82,098	–	–	0.13%	128
2025 Q4	$851K	Hold	82,098	–	–	0.14%	126
2025 Q3	$831K	Buy	82,098 +11,500	+16%	+$111K	0.15%	111
2025 Q2	$670K	Hold	70,598	–	–	0.13%	122
2025 Q1	$703K	Buy	70,598 +3,234	+5%	+$32.7K	0.15%	99
2024 Q4	$680K	Sell	67,364 -4,180	-6%	-$43K	0.14%	117
2024 Q3	$756K	Sell	71,544 -9,635	-12%	-$100K	0.17%	89
2024 Q2	$834K	Hold	81,179	–	–	0.2%	80
2024 Q1	$800K	Buy	81,179 +1,800	+2%	+$17.7K	0.2%	89
2023 Q4	$785K	Buy	+79,379	New	+$720K	0.19%	101

Other funds holding VGM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Tyche Wealth Partners's VGM Position: Q2 2026 in Review

Tyche Wealth Partners reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 4.2% in Q2 2026, selling an estimated $35.3K and leaving 78,648 shares worth $834K. The position accounts for 0.12% of the portfolio, ranked #128.

Tyche Wealth Partners first reported a position in VGM in Q4 2023 and has held it in 11 quarters since. The position peaked at $851K in Q4 2025. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

Tyche Wealth Partners held 78,648 shares of Invesco Trust Investment Grade Municipals worth $834K as of Q2 2026.
Tyche Wealth Partners sold 3,450 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $35.3K.
Invesco Trust Investment Grade Municipals made up 0.12% of Tyche Wealth Partners's portfolio in Q2 2026, its #128 holding.
Tyche Wealth Partners first reported a position in Invesco Trust Investment Grade Municipals in Q4 2023 and has held it in 11 quarters since.
Tyche Wealth Partners's Invesco Trust Investment Grade Municipals position peaked at $851K in Q4 2025.
103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.