Invesco Trust for Investment Grade Municipals
VGM- Exchange
- NYSE
- SEC CIK
- 0000880892
No open-market purchases or sales by Invesco Trust for Investment Grade Municipals insiders were filed in the last 90 days; 103 institutions reported holding it in 13F filings for Q2 2026, worth $128.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Invesco Trust for Investment Grade Municipals as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 103
- −4 vs. Q1 2026
- Shares held
- 12.1M
- +641.9K (+5.6%) vs. Q1 2026
- Total value
- $128.5M
- +$15.1M (+13.3%) vs. Q1 2026
- New holders
- 9
- 40 more added
- Sold out
- 13
- 20 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VGM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $128.5M |
| Q1 2026 | 110 | $116.7M |
| Q4 2025 | 103 | $134.6M |
| Q3 2025 | 109 | $142.2M |
| Q2 2025 | 115 | $154.9M |
| Q1 2025 | 108 | $205.0M |
| Q4 2024 | 109 | $211.5M |
| Q3 2024 | 103 | $214.6M |
| Q2 2024 | 101 | $227.8M |
| Q1 2024 | 100 | $227.5M |
| Q4 2023 | 108 | $210.8M |
| Q3 2023 | 85 | $152.3M |
| Q2 2023 | 91 | $164.5M |
| Q1 2023 | 89 | $159.6M |
| Q4 2022 | 96 | $157.2M |
| Q3 2022 | 89 | $122.4M |
| Q2 2022 | 88 | $127.8M |
| Q1 2022 | 94 | $123.9M |
| Q4 2021 | 90 | $141.8M |
| Q3 2021 | 80 | $138.3M |
| Q2 2021 | 78 | $142.8M |
| Q1 2021 | 80 | $141.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1,247,281 | $13.2M | 0.38% | +269,066+27.5% | Added |
| Guggenheim Capital LLC | 1,061,614 | $11.3M | 0.07% | −99,338−8.6% | Reduced |
| Ameriprise Financial Inc | 768,111 | $8.14M | 0.00% | +250,346+48.4% | Added |
| Morgan Stanley | 705,017 | $7.47M | 0.00% | +18,242+2.7% | Added |
| LPL Financial LLC | 625,750 | $6.63M | 0.00% | −64,760−9.4% | Reduced |
| Wells Fargo & Company | 617,864 | $6.55M | 0.00% | +45,145+7.9% | Added |
| Sit Investment Associates Inc | 603,608 | $6.40M | 0.12% | −65,822−9.8% | Reduced |
| UBS Group AG | 567,497 | $6.02M | 0.00% | −4,474−0.8% | Reduced |
| Bank of America Corp | 501,856 | $5.32M | 0.00% | +8,033+1.6% | Added |
| Royal Bank of Canada | 382,863 | $4.06M | 0.00% | +16,340+4.5% | Added |
| N.E.W. Advisory Services LLC | 373,821 | $3.96M | 0.27% | +143,863+62.6% | Added |
| Van Eck Associates Corp | 355,063 | $3.76M | 0.00% | +42,019+13.4% | Added |
| Cetera Investment Advisers | 249,317 | $2.64M | 0.00% | +62,176+33.2% | Added |
| Greatmark Investment Partners, Inc. | 248,750 | $2.64M | 0.29% | 00.0% | Unchanged |
| Stifel Financial Corp | 238,601 | $2.53M | 0.00% | +1,678+0.7% | Added |
| Melone Private Wealth, LLC | 231,002 | $2.45M | 0.93% | +58,143+33.6% | Added |
| Commonwealth Equity Services, LLC | 205,552 | $2.18M | 0.00% | +36,323+21.5% | Added |
| Advisors Asset Management, Inc. | 194,328 | $2.06M | 0.03% | +351+0.2% | Added |
| Raymond James Financial Inc | 170,619 | $1.81M | 0.00% | +21,235+14.2% | Added |
| Stratos Wealth Partners, LTD. | 168,142 | $1.78M | 0.02% | +5,310+3.3% | Added |
| Fiera Capital Corp | 154,641 | $1.64M | 0.01% | +65,471+73.4% | Added |
| GWM Advisors LLC | 136,864 | $1.45M | 0.00% | +67,094+96.2% | Added |
| Indiana Trust & Investment Management CO | 122,000 | $1.29M | 0.35% | 00.0% | Unchanged |
| Regatta Research & Money Management | 113,376 | $1.20M | 1.14% | +113,376 | New |
| Claro Advisors LLC | 99,973 | $1.06M | 0.11% | −12,557−11.2% | Reduced |
| Harbour Investments, Inc. | 99,250 | $1.05M | 0.01% | +324+0.3% | Added |
| Advisor Group Holdings, Inc. | 97,276 | $1.03M | 0.00% | +10,397+12.0% | Added |
| Truist Financial Corp | 96,104 | $1.02M | 0.00% | −16,348−14.5% | Reduced |
| Cutler Capital Management, LLC | 86,117 | $912.8K | 0.24% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 84,821 | $899.1K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 78,648 | $833.7K | 0.12% | −3,450−4.2% | Reduced |
| Whipplewood Advisors, LLC | 69,481 | $736.5K | 0.50% | −927−1.3% | Reduced |
| Summit Trail Advisors, LLC | 67,090 | $711.2K | 0.01% | +26,044+63.5% | Added |
| Capital Investment Advisory Services, LLC | 65,738 | $696.8K | 0.04% | −3,371−4.9% | Reduced |
| Pensionmark Financial Group, LLC | 60,725 | $599.4K | 0.01% | −7,340−10.8% | Reduced |
| Baird Financial Group, Inc. | 56,200 | $595.7K | 0.00% | +4,935+9.6% | Added |
| LexAurum Advisors, LLC | 55,976 | $593.3K | 0.07% | +1,036+1.9% | Added |
| Worth Asset Management, LLC | 50,005 | $530.1K | 0.17% | +50,005 | New |
| Wealth Care LLC | 50,000 | $530.0K | 0.43% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 48,373 | $512.8K | 0.00% | −20,350−29.6% | Reduced |
| Burford Brothers, Inc. | 46,421 | $492.1K | 0.18% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 44,981 | $476.8K | 0.00% | +225+0.5% | Added |
| Wealth Alliance Advisory Group, LLC | 44,891 | $475.8K | 0.07% | +29,154+185.3% | Added |
| Mercer Global Advisors Inc | 41,901 | $444.1K | 0.00% | +1,327+3.3% | Added |
| Melfa Wealth Management, LLC | 37,360 | $396.0K | 0.21% | 00.0% | Unchanged |
| Colony Group, LLC | 36,149 | $383.2K | 0.00% | +549+1.5% | Added |
| Cornerstone Wealth Management, LLC | 33,238 | $352.3K | 0.02% | +2,834+9.3% | Added |
| Sovereign Financial Group, Inc. | 30,892 | $327.5K | 0.05% | +23+0.1% | Added |
| Rockefeller Capital Management L.P. | 29,704 | $314.9K | 0.00% | −7,550−20.3% | Reduced |
| Prospera Financial Services Inc | 29,606 | $313.8K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 29,208 | $309.6K | 0.00% | +154+0.5% | Added |
| Gridiron Partners, LLC | 27,029 | $286.5K | 0.15% | −102,697−79.2% | Reduced |
| Jane Street Group, LLC | 26,388 | $279.7K | 0.00% | +6,027+29.6% | Added |
| Northwestern Mutual Wealth Management Co | 24,672 | $261.5K | 0.00% | +233+1.0% | Added |
| Carroll Advisory Group, LLC | 23,329 | $247.3K | 0.08% | +684+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,932 | $244.0K | 0.00% | +7,587+49.4% | Added |
| WealthBridge Capital Management, LLC | 22,500 | $238.5K | 0.05% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 22,174 | $235.0K | 0.07% | +31+0.1% | Added |
| Nuveen, LLC | 18,694 | $198.2K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 18,351 | $194.5K | 0.01% | +377+2.1% | Added |
| AlphaCore Capital LLC | 17,313 | $183.5K | 0.00% | +320+1.9% | Added |
| Janney Montgomery Scott LLC | 15,429 | $164.0K | 0.00% | +3,500+29.3% | Added |
| Institute for Wealth Management, LLC. | 15,100 | $160.1K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 15,000 | $159.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 14,050 | $148.9K | 0.00% | −100−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 13,826 | $146.6K | 0.00% | +1,500+12.2% | Added |
| Capital Investment Advisors, LLC | 13,795 | $146.2K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 13,663 | $144.8K | 0.14% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13,500 | $143.1K | 0.05% | 00.0% | Unchanged |
| Apella Capital, LLC | 13,000 | $138.2K | 0.00% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 12,488 | $132.4K | 0.01% | +231+1.9% | Added |
| Susquehanna International Group, LLP | 11,949 | $126.7K | 0.00% | +11,949 | New |
| XTX Topco Ltd | 11,755 | $124.6K | 0.00% | +11,755 | New |
| Clark Asset Management, LLC | 11,633 | $123.3K | 0.01% | +11,633 | New |
| Wedbush Securities Inc | 11,000 | $117.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,010 | $116.7K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 10,948 | $116.0K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 10,883 | $115.4K | 0.00% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 10,203 | $108.2K | 0.02% | +10,203 | New |
| Gill Capital Partners, LLC | 9,991 | $105.9K | 0.03% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 7,000 | $74.2K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,227 | $66.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,370 | $56.9K | 0.00% | −2,870−34.8% | Reduced |
| Penserra Capital Management LLC | 4,134 | $43.0K | 0.00% | +2,756+200.0% | Added |
| IFP Advisors, Inc | 3,009 | $31.9K | 0.00% | −626−17.2% | Reduced |
| Aberdeen Wealth Management LLC | 2,850 | $30.2K | 0.01% | +2,850 | New |
| IFG Advisory, LLC | 2,785 | $29.5K | 0.00% | +2,785 | New |
| High Note Wealth, LLC | 2,464 | $26.1K | 0.00% | −113−4.4% | Reduced |
| Eastern Bank | 2,186 | $23.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,041 | $21.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,915 | $20.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 1,000 | $10.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 982 | $10.4K | 0.00% | −101−9.3% | Reduced |
| Rothschild Investment LLC | 800 | $8.48K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 692 | $7.34K | 0.00% | −9,998−93.5% | Reduced |
| Highline Wealth Partners LLC | 570 | $6.04K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 386 | $4.09K | 0.00% | +386 | New |
| Smartleaf Asset Management LLC | 381 | $4.00K | 0.00% | 00.0% | Unchanged |