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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

VTN holding history

Invesco Trust for Investment Grade New York Municipals in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VTN overviewAll 13F holders of VTNFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of VTN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−11,093−100.0%Sold outHolders
Q4 202211,093$112.0K<0.1%00.0%UnchangedHolders
Q3 202211,093$106.0K<0.1%00.0%UnchangedHolders
Q2 202211,093$119.0K<0.1%00.0%UnchangedHolders
Q1 202211,093$129.0K<0.1%00.0%UnchangedHolders
Q4 202111,093$149.0K<0.1%00.0%UnchangedHolders
Q3 202111,093$150.0K<0.1%00.0%UnchangedHolders
Q2 202111,093$154.0K<0.1%00.0%UnchangedHolders
Q1 202111,093$145.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.