WealthBridge Capital Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

WealthBridge Capital Management’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	$222K	Hold	22,500	–	–	0.05%	206
2025 Q4	$233K	Hold	22,500	–	–	0.05%	192
2025 Q3	$228K	Hold	22,500	–	–	0.05%	195
2025 Q2	$214K	Buy	22,500 +2,500	+13%	+$24K	0.05%	202
2025 Q1	$199K	Sell	20,000 -500	-2%	-$5.05K	0.06%	195
2024 Q4	$207K	Hold	20,500	–	–	0.06%	192
2024 Q3	$216K	Hold	20,500	–	–	0.06%	202
2024 Q2	$211K	Buy	20,500 +2,000	+11%	+$19.7K	0.07%	179
2024 Q1	$182K	Sell	18,500 -1,925	-9%	-$18.9K	0.06%	188
2023 Q4	$202K	Buy	20,425 +2,100	+11%	+$19K	0.08%	174
2023 Q3	$156K	Buy	18,325 +4,200	+30%	+$39.4K	0.06%	172
2023 Q2	$137K	Hold	14,125	–	–	0.05%	178
2023 Q1	$140K	Hold	14,125	–	–	0.06%	187
2022 Q4	$142K	Sell	14,125 -8,175	-37%	-$78.3K	0.06%	192
2022 Q3	$235K	Hold	22,300	–	–	0.1%	172
2022 Q2	$235K	Buy	+22,300	New	+$240K	0.1%	172
2019 Q4	–	Sell	-11,000	Closed	-$142K	–	128
2019 Q3	$142K	Hold	11,000	–	–	0.1%	117
2019 Q2	$126K	Hold	11,000	–	–	0.12%	107
2019 Q1	$136K	Hold	11,000	–	–	0.09%	145
2018 Q4	$126K	Buy	+11,000	New	+$126K	0.1%	143

Other funds holding VGM

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthBridge Capital Management's VGM Position: Q1 2026 in Review

WealthBridge Capital Management held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q1 2026 at 22,500 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #206.

WealthBridge Capital Management first reported a position in VGM in Q4 2018 and has held it in 20 quarters since. The position peaked at $235K in Q3 2022. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

WealthBridge Capital Management held 22,500 shares of Invesco Trust Investment Grade Municipals worth $222K as of Q1 2026.
WealthBridge Capital Management left its Invesco Trust Investment Grade Municipals share count unchanged in Q1 2026.
Invesco Trust Investment Grade Municipals made up 0.05% of WealthBridge Capital Management's portfolio in Q1 2026, its #206 holding.
WealthBridge Capital Management first reported a position in Invesco Trust Investment Grade Municipals in Q4 2018 and has held it in 20 quarters since.
WealthBridge Capital Management's Invesco Trust Investment Grade Municipals position peaked at $235K in Q3 2022.
109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.