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Wellspring Financial Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Wellspring Financial Advisors’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
2022
Q3 		– Sell
-13,313
Closed -$140K – 104
2022
Q2 		$140K Buy
+13,313
New +$143K 0.05% 93

Other funds holding VGM

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wellspring Financial Advisors's VGM Position: Q3 2022 in Review

Wellspring Financial Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2022, closing a stake of 13,313 shares — an estimated $140K sold.

Wellspring Financial Advisors first reported a position in VGM in Q2 2022 and held it in 1 quarter. The position peaked at $140K in Q2 2022. 89 funds tracked by Wall St. Rank hold VGM as of Q3 2022.

  • Wellspring Financial Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2022 after selling out during the quarter.
  • Wellspring Financial Advisors sold 13,313 Invesco Trust Investment Grade Municipals shares in Q3 2022, an estimated $140K.
  • Wellspring Financial Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q2 2022 and held it in 1 quarter.
  • Wellspring Financial Advisors's Invesco Trust Investment Grade Municipals position peaked at $140K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2022.

Based on Wellspring Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.