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Wealthspire Advisors (New York)’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Wealthspire Advisors (New York)’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 		$148K Buy
15,000
+5,000
+50% +$51.7K ﹤0.01% 884
2025
Q4 		$104K Hold
10,000
– – ﹤0.01% 1001
2025
Q3 		$101K Buy
+10,000
New +$96.9K ﹤0.01% 1008

Other funds holding VGM

GC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s VGM Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Invesco Trust Investment Grade Municipals (VGM) stake by 50% in Q1 2026, buying an estimated $51.7K and bringing the position to 15,000 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Wealthspire Advisors (New York) first reported a position in VGM in Q3 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold VGM as of Q1 2026.

  • Wealthspire Advisors (New York) held 15,000 shares of Invesco Trust Investment Grade Municipals worth $148K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 5,000 Invesco Trust Investment Grade Municipals shares in Q1 2026, an estimated $51.7K.
  • Invesco Trust Investment Grade Municipals made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #884 holding.
  • Wealthspire Advisors (New York) first reported a position in Invesco Trust Investment Grade Municipals in Q3 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.