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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 49 | $1.00K | 0.00% | −66−57.4% | Reduced |
| Fifth Third Bancorp | 372 | $5.00K | 0.00% | −1,000−72.9% | Reduced |
| Ancora Advisors, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $9.00K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 620 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 740 | $10.0K | 0.00% | +740 | New |
| Wealth Quarterback LLC | 770 | $11.0K | 0.01% | +770 | New |
| Benjamin F. Edwards & Company, Inc. | 1,048 | $15.0K | 0.00% | −52,983−98.1% | Reduced |
| Kings Point Capital Management | 1,170 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,462 | $20.0K | 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 |
| The PNC Financial Services Group, Inc. | 2,407 | $34.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,728 | $38.0K | 0.00% | +32+1.2% | Added |
| Bedel Financial Consulting, Inc. | 2,820 | $40.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,729 | $52.0K | 0.01% | +43+1.2% | Added |
| Newbridge Financial Services Group, Inc. | 3,900 | $55.0K | 0.03% | 00.0% | Unchanged |
| Main Management LLC | 4,300 | $60.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,375 | $61.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,732 | $66.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,923 | $83.0K | 0.00% | +5,923 | 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 |
| Ibex Wealth Advisors | 10,149 | $142.0K | 0.03% | +10,149 | New |
| Wealth Alliance Advisory Group, LLC | 10,350 | $145.0K | 0.07% | +10,350 | New |
| Cito Capital Group, LLC | 10,900 | $153.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,000 | $154.0K | 0.02% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 11,250 | $158.0K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 11,570 | $162.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 12,015 | $168.0K | 0.01% | −600−4.8% | Reduced |
| Capital Investment Advisors, LLC | 12,425 | $174.0K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 13,450 | $189.0K | 0.11% | +13,450 | New |
| Wedbush Securities Inc | 14,151 | $198.0K | 0.01% | −300−2.1% | Reduced |
| Sonora Investment Management, LLC | 14,328 | $201.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,159 | $213.0K | 0.01% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 15,800 | $222.0K | 0.01% | −1,500−8.7% | Reduced |
| Financial Advocates Investment Management | 16,400 | $230.0K | 0.02% | −1,293−7.3% | Reduced |
| Shufro Rose & Co LLC | 16,500 | $231.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 17,500 | $245.0K | 0.03% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 18,796 | $264.0K | 0.17% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,955 | $266.0K | 0.00% | +156+0.8% | Added |
| Truist Financial Corp | 20,047 | $281.0K | 0.00% | −1,000−4.8% | Reduced |
| Advisory Services Network, LLC | 23,000 | $322.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 24,080 | $338.0K | 0.01% | +2,000+9.1% | Added |
| Ameriprise Financial Inc | 26,145 | $367.0K | 0.00% | −26,330−50.2% | Reduced |
| Edge Capital Group, LLC | 28,950 | $406.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,802 | $418.0K | 0.00% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 35,621 | $499.0K | 0.12% | +35,621 | New |
| Commonwealth Equity Services, LLC | 37,910 | $531.0K | 0.00% | −2,140−5.3% | Reduced |
| Janney Montgomery Scott LLC | 42,144 | $591.0K | 0.00% | −119−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 42,358 | $594.0K | 0.13% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 45,000 | $631.0K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 47,970 | $673.0K | 0.30% | +14,120+41.7% | Added |
| Northwestern Mutual Wealth Management Co | 59,937 | $841.0K | 0.00% | +3,029+5.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 63,427 | $889.0K | 0.00% | −2,619−4.0% | Reduced |
| Advisors Asset Management, Inc. | 66,172 | $928.0K | 0.01% | −37,384−36.1% | Reduced |
| LPL Financial LLC | 72,041 | $1.01M | 0.00% | −4,268−5.6% | Reduced |
| Mackay Shields LLC | 77,998 | $1.09M | 0.01% | −58,280−42.8% | Reduced |
| Cutler Capital Management, LLC | 84,503 | $1.19M | 0.45% | +922+1.1% | Added |
| First Trust Advisors LP | 89,292 | $1.25M | 0.00% | +32,902+58.3% | Added |
| Raymond James & Associates | 92,616 | $1.30M | 0.00% | +693+0.8% | Added |
| Baird Financial Group, Inc. | 104,356 | $1.46M | 0.00% | −975−0.9% | Reduced |
| Harbour Investments, Inc. | 105,162 | $1.47M | 0.05% | +559+0.5% | Added |
| Stifel Financial Corp | 122,088 | $1.71M | 0.00% | −1,264−1.0% | Reduced |
| Royal Bank of Canada | 125,996 | $1.77M | 0.00% | +2,528+2.0% | Added |
| Delphi Financial Group, Inc. | 150,242 | $2.11M | 0.58% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 246,049 | $3.45M | 0.01% | +35,569+16.9% | Added |
| Van Eck Associates Corp | 256,125 | $3.59M | 0.01% | +20,647+8.8% | Added |
| Bank of America Corp | 334,621 | $4.69M | 0.00% | +115,205+52.5% | Added |
| Morgan Stanley | 354,150 | $4.96M | 0.00% | +1,691+0.5% | Added |
| Wells Fargo & Company | 408,584 | $5.73M | 0.00% | +8,487+2.1% | Added |
| UBS Group AG | 505,918 | $7.09M | 0.00% | −2,360−0.5% | Reduced |
| Parametric Portfolio Associates LLC | 696,993 | $9.77M | 0.01% | −136,066−16.3% | Reduced |
| Sit Investment Associates Inc | 882,091 | $12.4M | 0.31% | −10,000−1.1% | Reduced |
| Rivernorth Capital Management, LLC | 1,298,653 | $18.2M | 1.04% | −243,681−15.8% | Reduced |
| Guggenheim Capital LLC | 1,342,150 | $18.8M | 0.11% | +39,602+3.0% | Added |
| Bramshill Investments, LLC | 1,919,621 | $26.9M | 2.06% | +74,468+4.0% | Added |
| 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 |