Worth Asset Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Worth Asset 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 Q2	$530K	Buy	+50,005	New	+$511K	0.17%	113

Other funds holding VGM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Wealth Care LLC Merritt Island, Florida $123M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Essential Investment Partners LLC Englewood, Colorado $125M AUM