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Wealth Alliance Advisory Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Wealth Alliance Advisory 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
Q3 		$399K Buy
46,125
+1,234
+3% +$12.5K 0.06% 134
2026
Q2 		$476K Buy
44,891
+29,154
+185% +$298K 0.07% 120
2026
Q1 		$155K Hold
15,737
– – 0.02% 192
2025
Q4 		$163K Hold
15,737
– – 0.03% 192
2025
Q3 		$159K Hold
15,737
– – 0.03% 186
2025
Q2 		$149K Hold
15,737
– – 0.03% 181
2025
Q1 		$157K Hold
15,737
– – 0.03% 190
2024
Q4 		$159K Sell
15,737
-1,200
-7% -$12.3K 0.03% 182
2024
Q3 		$179K Buy
16,937
+2,665
+19% +$27.7K 0.04% 185
2024
Q2 		$147K Sell
14,272
-463
-3% -$4.55K 0.03% 182
2024
Q1 		$145K Hold
14,735
– – 0.03% 180
2023
Q4 		$146K Hold
14,735
– – 0.04% 174
2023
Q3 		$125K Buy
14,735
+2,884
+24% +$27K 0.04% 171
2023
Q2 		$115K Hold
11,851
– – 0.04% 163
2023
Q1 		$118K Hold
11,851
– – 0.04% 155
2022
Q4 		$119K Sell
11,851
-5,485
-32% -$52.5K 0.05% 156
2022
Q3 		$162K Buy
17,336
+3,639
+27% +$38.1K 0.07% 139
2022
Q2 		$144K Buy
13,697
+768
+6% +$8.27K 0.07% 138
2022
Q1 		$150K Buy
12,929
+1,835
+17% +$22.6K 0.07% 150
2021
Q4 		$155K Buy
11,094
+744
+7% +$10.2K 0.07% 158
2021
Q3 		$142K Hold
10,350
– – 0.07% 142
2021
Q2 		$145K Buy
+10,350
New +$143K 0.07% 144

Other funds holding VGM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Alliance Advisory Group's VGM Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its Invesco Trust Investment Grade Municipals (VGM) stake by 2.7% in Q3 2026, buying an estimated $12.5K and bringing the position to 46,125 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #134.

Wealth Alliance Advisory Group first reported a position in VGM in Q2 2021 and has held it in 22 quarters since. The position peaked at $476K in Q2 2026. 8 funds tracked by Wall St. Rank hold VGM as of Q3 2026.

  • Wealth Alliance Advisory Group held 46,125 shares of Invesco Trust Investment Grade Municipals worth $399K as of Q3 2026.
  • Wealth Alliance Advisory Group bought 1,234 Invesco Trust Investment Grade Municipals shares in Q3 2026, an estimated $12.5K.
  • Invesco Trust Investment Grade Municipals made up 0.06% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #134 holding.
  • Wealth Alliance Advisory Group first reported a position in Invesco Trust Investment Grade Municipals in Q2 2021 and has held it in 22 quarters since.
  • Wealth Alliance Advisory Group's Invesco Trust Investment Grade Municipals position peaked at $476K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.