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

World Investment 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
2026
Q2 		$599K Sell
60,725
-7,340
-11% -$75.1K 0.01% 880
2026
Q1 		$672K Buy
68,065
+371
+0.5% +$3.83K 0.01% 858
2025
Q4 		$702K Buy
67,694
+11,860
+21% +$121K 0.01% 805
2025
Q3 		$565K Buy
+55,834
New +$541K 0.01% 730

Other funds holding VGM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

World Investment Advisors's VGM Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco Trust Investment Grade Municipals (VGM) stake by 11% in Q2 2026, selling an estimated $75.1K and leaving 60,725 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #880.

World Investment Advisors first reported a position in VGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $702K in Q4 2025. 103 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

  • World Investment Advisors held 60,725 shares of Invesco Trust Investment Grade Municipals worth $599K as of Q2 2026.
  • World Investment Advisors sold 7,340 Invesco Trust Investment Grade Municipals shares in Q2 2026, an estimated $75.1K.
  • Invesco Trust Investment Grade Municipals made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #880 holding.
  • World Investment Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q3 2025 and has held it in 4 quarters since.
  • World Investment Advisors's Invesco Trust Investment Grade Municipals position peaked at $702K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.