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 $128.3M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Invesco Trust for Investment Grade Municipals as of Jun 30, 2021. 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
- 78
- −1 vs. Q1 2021
- Shares held
- 10.2M
- −266.4K (−2.5%) vs. Q1 2021
- Total value
- $142.8M
- +$1.92M (+1.4%) vs. Q1 2021
- New holders
- 8
- 19 more added
- Sold out
- 9
- 21 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $128.3M |
| Q1 2026 | 110 | $116.7M |
| Q4 2025 | 103 | $134.6M |
| Q3 2025 | 109 | $142.2M |
| Q2 2025 | 115 | $151.9M |
| Q1 2025 | 108 | $205.0M |
| Q4 2024 | 109 | $211.5M |
| Q3 2024 | 103 | $214.6M |
| Q2 2024 | 101 | $227.5M |
| Q1 2024 | 100 | $214.2M |
| Q4 2023 | 108 | $206.3M |
| Q3 2023 | 85 | $152.3M |
| Q2 2023 | 91 | $164.4M |
| 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 2021
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 1,919,621 | $26.9M | 2.06% | +74,468+4.0% | Added |
| Guggenheim Capital LLC | 1,342,150 | $18.8M | 0.11% | +39,602+3.0% | Added |
| Rivernorth Capital Management, LLC | 1,298,653 | $18.2M | 1.04% | −243,681−15.8% | Reduced |
| Sit Investment Associates Inc | 882,091 | $12.4M | 0.31% | −10,000−1.1% | Reduced |
| Parametric Portfolio Associates LLC | 696,993 | $9.77M | 0.01% | −136,066−16.3% | Reduced |
| UBS Group AG | 505,918 | $7.09M | 0.00% | −2,360−0.5% | Reduced |
| Wells Fargo & Company | 408,584 | $5.73M | 0.00% | +8,487+2.1% | Added |
| Morgan Stanley | 354,150 | $4.96M | 0.00% | +1,691+0.5% | Added |
| Bank of America Corp | 334,621 | $4.69M | 0.00% | +115,205+52.5% | Added |
| Van Eck Associates Corp | 256,125 | $3.59M | 0.01% | +20,647+8.8% | Added |
| Advisor Group Holdings, Inc. | 246,049 | $3.45M | 0.01% | +35,569+16.9% | Added |
| Delphi Financial Group, Inc. | 150,242 | $2.11M | 0.58% | 00.0% | Unchanged |
| Royal Bank of Canada | 125,996 | $1.77M | 0.00% | +2,528+2.0% | Added |
| Stifel Financial Corp | 122,088 | $1.71M | 0.00% | −1,264−1.0% | Reduced |
| Harbour Investments, Inc. | 105,162 | $1.47M | 0.05% | +559+0.5% | Added |
| Baird Financial Group, Inc. | 104,356 | $1.46M | 0.00% | −975−0.9% | Reduced |
| Raymond James & Associates | 92,616 | $1.30M | 0.00% | +693+0.8% | Added |
| First Trust Advisors LP | 89,292 | $1.25M | 0.00% | +32,902+58.3% | Added |
| Cutler Capital Management, LLC | 84,503 | $1.19M | 0.45% | +922+1.1% | Added |
| Mackay Shields LLC | 77,998 | $1.09M | 0.01% | −58,280−42.8% | Reduced |
| LPL Financial LLC | 72,041 | $1.01M | 0.00% | −4,268−5.6% | Reduced |
| Advisors Asset Management, Inc. | 66,172 | $928.0K | 0.01% | −37,384−36.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,427 | $889.0K | 0.00% | −2,619−4.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 59,937 | $841.0K | 0.00% | +3,029+5.3% | Added |
| Claro Advisors LLC | 47,970 | $673.0K | 0.30% | +14,120+41.7% | Added |
| City of London Investment Management Co Ltd | 45,000 | $631.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 42,358 | $594.0K | 0.13% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,144 | $591.0K | 0.00% | −119−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 37,910 | $531.0K | 0.00% | −2,140−5.3% | Reduced |
| Ackerman Capital Advisors, LLC | 35,621 | $499.0K | 0.12% | +35,621 | New |
| Cambridge Investment Research Advisors, Inc. | 29,802 | $418.0K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 28,950 | $406.0K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 26,145 | $367.0K | 0.00% | −26,330−50.2% | Reduced |
| Spire Wealth Management | 24,080 | $338.0K | 0.01% | +2,000+9.1% | Added |
| Advisory Services Network, LLC | 23,000 | $322.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 20,047 | $281.0K | 0.00% | −1,000−4.8% | Reduced |
| Kestra Advisory Services, LLC | 18,955 | $266.0K | 0.00% | +156+0.8% | Added |
| Omnia Family Wealth, LLC | 18,796 | $264.0K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 17,500 | $245.0K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 16,500 | $231.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 16,400 | $230.0K | 0.02% | −1,293−7.3% | Reduced |
| Mid Atlantic Financial Management Inc | 15,800 | $222.0K | 0.01% | −1,500−8.7% | Reduced |
| Prospera Financial Services Inc | 15,159 | $213.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 14,328 | $201.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,151 | $198.0K | 0.01% | −300−2.1% | Reduced |
| Concorde Asset Management, LLC | 13,450 | $189.0K | 0.11% | +13,450 | New |
| Capital Investment Advisors, LLC | 12,425 | $174.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 12,015 | $168.0K | 0.01% | −600−4.8% | Reduced |
| Nwam LLC | 11,570 | $162.0K | 0.02% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 11,250 | $158.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,000 | $154.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 10,900 | $153.0K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 10,350 | $145.0K | 0.07% | +10,350 | New |
| Ibex Wealth Advisors | 10,149 | $142.0K | 0.03% | +10,149 | New |
| Camelot Portfolios, LLC | 10,000 | $140.0K | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9,958 | $140.0K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 10,000 | $140.0K | 0.04% | +10,000 | New |
| Rockefeller Capital Management L.P. | 5,923 | $83.0K | 0.00% | +5,923 | New |
| Geneos Wealth Management Inc. | 4,732 | $66.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,375 | $61.0K | 0.01% | 00.0% | Unchanged |
| Main Management LLC | 4,300 | $60.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,900 | $55.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,729 | $52.0K | 0.01% | +43+1.2% | Added |
| Bedel Financial Consulting, Inc. | 2,820 | $40.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,728 | $38.0K | 0.00% | +32+1.2% | Added |
| The PNC Financial Services Group, Inc. | 2,407 | $34.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,533 | $21.0K | 0.00% | +1,421+1,268.8% | Added |
| Trustcore Financial Services, LLC | 1,462 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,170 | $16.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,048 | $15.0K | 0.00% | −52,983−98.1% | Reduced |
| Wealth Quarterback LLC | 770 | $11.0K | 0.01% | +770 | New |
| Arkadios Wealth Advisors | 740 | $10.0K | 0.00% | +740 | New |
| Key Financial Inc | 608 | $9.00K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 620 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 372 | $5.00K | 0.00% | −1,000−72.9% | Reduced |
| Ancora Advisors, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 49 | $1.00K | 0.00% | −66−57.4% | Reduced |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −75,091−100.0% | Sold out |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| BLB&B Advisors, LLC | 0 | $0 | 0.00% | −10,633−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −10,272−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −7,993−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Bokf, NA | – | – | – | – | Not filed |