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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
51
Cohen & Steers
New York
$299K – – –
SFG
52
Sovereign Financial Group
Connecticut
$278K +$27.6K +2,734 +11%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$261K – – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$240K +$29.2K +2,892 +14%
NewEdge Advisors
55
NewEdge Advisors
Louisiana
$236K +$10.1K +1,000 +4%
Avior Wealth Management
56
Avior Wealth Management
Nebraska
$221K -$6.6K -653 -3%
Harbour Investments
57
Harbour Investments
Wisconsin
$217K +$980 +97 +0.4%
Cerity Partners
58
Cerity Partners
New York
$215K -$18K -1,778 -8%
Kestra Advisory Services
59
Kestra Advisory Services
Texas
$210K +$32.8K +3,248 +18%
Riverbridge Partners
60
Riverbridge Partners
Minnesota
$205K +$14.1K +1,397 +7%
WCM
61
WealthBridge Capital Management
Ohio
$199K -$5.05K -500 -2%
SG
62
StoneX Group
New York
$194K +$293 +29 +0.1%
Simon Quick Advisors
63
Simon Quick Advisors
New Jersey
$192K +$5.59K +553 +3%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$192K – – –
Nuveen
65
Nuveen
North Carolina
$186K -$175K -17,279 -48%
Bessemer Group
66
Bessemer Group
New Jersey
$158K +$160K +15,825 New
WAAG
67
Wealth Alliance Advisory Group
Kansas
$157K – – –
AlphaCore Capital
68
AlphaCore Capital
California
$157K +$159K +15,721 New
Prospera Financial Services
69
Prospera Financial Services
Texas
$155K +$158K +15,606 New
First Trust Advisors
70
First Trust Advisors
Illinois
$152K -$6.21K -615 -4%
IFWM
71
Institute for Wealth Management
Colorado
$150K – – –
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$148K – – –
PCM
73
Permanent Capital Management
Illinois
$140K -$12.6K -1,245 -8%
Dynamic Advisor Solutions
74
Dynamic Advisor Solutions
Arizona
$136K +$9.1K +900 +7%
KA
75
Kercheville Advisors
Texas
$135K +$293 +29 +0.2%