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 2022
Institutional positions in Invesco Trust for Investment Grade Municipals as of Jun 30, 2022. 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
- 88
- −4 vs. Q1 2022
- Shares held
- 12.1M
- +1.77M (+17.1%) vs. Q1 2022
- Total value
- $127.8M
- +$7.56M (+6.3%) vs. Q1 2022
- New holders
- 13
- 23 more added
- Sold out
- 17
- 26 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 118 | $1.00K | 0.00% | +1+0.9% | Added |
| Massmutual Trust Co FSB | 298 | $3.00K | 0.00% | +298 | New |
| Mascoma Wealth Management LLC | 320 | $3.00K | 0.00% | +320 | New |
| Bessemer Group Inc | 364 | $4.00K | 0.00% | −808−68.9% | Reduced |
| Fifth Third Bancorp | 372 | $4.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 412 | $4.00K | 0.00% | +412 | New |
| Key Financial Inc | 608 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 600 | $6.00K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 764 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,462 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,419 | $15.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,500 | $16.0K | 0.01% | +1,500 | New |
| Steward Partners Investment Advisory, LLC | 1,877 | $20.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,191 | $23.0K | 0.00% | +2,191 | New |
| The PNC Financial Services Group, Inc. | 2,407 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,921 | $41.0K | 0.00% | +54+1.4% | Added |
| Geneos Wealth Management Inc. | 4,733 | $49.0K | 0.00% | 00.0% | Unchanged |
| Main Management LLC | 5,000 | $53.0K | 0.01% | +5,000 | New |
| Rockefeller Capital Management L.P. | 5,484 | $57.0K | 0.00% | +5+0.1% | Added |
| American Portfolios Advisors | 9,000 | $94.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9,958 | $105.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,515 | $110.0K | 0.00% | −286−2.6% | Reduced |
| Capital Investment Advisors, LLC | 10,655 | $112.0K | 0.00% | −1,770−14.2% | Reduced |
| Nwam LLC | 10,570 | $112.0K | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,414 | $112.0K | 0.00% | +10,414 | New |
| Proequities, Inc. | 11,000 | $116.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,000 | $116.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11,721 | $123.0K | 0.03% | +11,518+5,673.9% | Added |
| Kercheville Advisors, LLC | 12,301 | $130.0K | 0.09% | +24+0.2% | Added |
| Wellspring Financial Advisors, LLC | 13,313 | $140.0K | 0.05% | +13,313 | New |
| Zullo Investment Group, Inc. | 13,500 | $142.0K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 13,697 | $144.0K | 0.07% | +768+5.9% | Added |
| Sonora Investment Management Group, LLC | 14,328 | $151.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 15,213 | $160.0K | 0.01% | −1,533−9.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,370 | $183.0K | 0.00% | −854−4.7% | Reduced |
| Capital Investment Advisory Services, LLC | 17,500 | $184.0K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,019 | $190.0K | 0.03% | −19,373−51.8% | Reduced |
| Omnia Family Wealth, LLC | 18,796 | $198.0K | 0.15% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,147 | $200.0K | 0.00% | −22,460−54.0% | Reduced |
| Spire Wealth Management | 19,780 | $208.0K | 0.01% | −3,500−15.0% | Reduced |
| Running Point Capital Advisors, LLC | 20,000 | $211.0K | 0.14% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,032 | $211.0K | 0.00% | +234+1.2% | Added |
| IFP Advisors, Inc | 16,803 | $216.0K | 0.01% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 20,645 | $217.0K | 0.02% | −54,043−72.4% | Reduced |
| Dakota Wealth Management | 21,648 | $228.0K | 0.02% | +21,648 | New |
| WealthBridge Capital Management, LLC | 22,300 | $235.0K | 0.10% | +22,300 | New |
| GWM Advisors LLC | 23,020 | $243.0K | 0.00% | −3,769−14.1% | Reduced |
| Edge Capital Group, LLC | 28,950 | $305.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 34,200 | $364.0K | 0.09% | −8,158−19.3% | Reduced |
| Harbour Investments, Inc. | 34,705 | $365.0K | 0.02% | +34,705 | New |
| Shufro Rose & Co LLC | 35,000 | $369.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 36,401 | $383.0K | 0.00% | +6,599+22.1% | Added |
| Commonwealth Equity Services, LLC | 41,705 | $439.0K | 0.00% | +5,517+15.2% | Added |
| Ameriprise Financial Inc | 44,663 | $470.0K | 0.00% | −1,775−3.8% | Reduced |
| Robinson Capital Management, LLC | 47,952 | $510.0K | 0.38% | +47,952 | New |
| CNH Partners LLC | 52,155 | $549.0K | 0.01% | +31,356+150.8% | Added |
| Private Advisor Group, LLC | 55,694 | $586.0K | 0.01% | +28,132+102.1% | Added |
| Advisory Services Network, LLC | 63,764 | $671.0K | 0.02% | +12,851+25.2% | Added |
| Moors & Cabot, Inc. | 70,000 | $737.0K | 0.05% | +37,000+112.1% | Added |
| High Note Wealth, LLC | 71,222 | $750.0K | 0.29% | +22,444+46.0% | Added |
| First Trust Advisors LP | 71,809 | $756.0K | 0.00% | −41,276−36.5% | Reduced |
| Greatmark Investment Partners, Inc. | 82,250 | $866.0K | 0.17% | +71,000+631.1% | Added |
| Cutler Capital Management, LLC | 86,117 | $907.0K | 0.35% | 00.0% | Unchanged |
| Raymond James & Associates | 91,205 | $960.0K | 0.00% | −1,862−2.0% | Reduced |
| Bokf, NA | 97,000 | $1.02M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 98,463 | $1.04M | 0.00% | −3,278−3.2% | Reduced |
| LPL Financial LLC | 99,589 | $1.05M | 0.00% | −11,683−10.5% | Reduced |
| Stifel Financial Corp | 115,053 | $1.21M | 0.00% | −11,022−8.7% | Reduced |
| Delphi Financial Group, Inc. | 150,242 | $1.58M | 0.74% | 00.0% | Unchanged |
| Invesco Ltd. | 167,042 | $1.76M | 0.00% | −5,997−3.5% | Reduced |
| Royal Bank of Canada | 171,719 | $1.81M | 0.00% | +46,991+37.7% | Added |
| Melone Private Wealth, LLC | 172,547 | $1.84M | 1.56% | +10,245+6.3% | Added |
| Advisor Group Holdings, Inc. | 214,744 | $2.26M | 0.00% | −9,419−4.2% | Reduced |
| Van Eck Associates Corp | 246,920 | $2.60M | 0.01% | −50,344−16.9% | Reduced |
| BlackRock Inc. | 247,764 | $2.61M | 0.00% | +247,764 | New |
| Cerity Partners LLC | 248,451 | $2.62M | 0.03% | −1,428−0.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 313,781 | $3.30M | 0.01% | +244,360+352.0% | Added |
| Karpus Management, Inc. | 328,640 | $3.46M | 0.12% | +129,626+65.1% | Added |
| Bank of America Corp | 329,397 | $3.47M | 0.00% | −52,867−13.8% | Reduced |
| Wells Fargo & Company | 331,755 | $3.49M | 0.00% | −71,642−17.8% | Reduced |
| Truist Financial Corp | 392,729 | $4.13M | 0.01% | +357,581+1,017.4% | Added |
| UBS Group AG | 421,393 | $4.44M | 0.00% | +111,083+35.8% | Added |
| Morgan Stanley | 768,568 | $8.09M | 0.00% | +385,313+100.5% | Added |
| Sit Investment Associates Inc | 881,332 | $9.28M | 0.28% | −759−0.1% | Reduced |
| Rivernorth Capital Management, LLC | 1,433,584 | $15.1M | 0.61% | −6,789−0.5% | Reduced |
| Guggenheim Capital LLC | 1,476,342 | $15.5M | 0.12% | −85,879−5.5% | Reduced |
| Bramshill Investments, LLC | 2,008,428 | $21.1M | 2.52% | +568,361+39.5% | Added |
| Claro Advisors LLC | 0 | $0 | 0.00% | −48,636−100.0% | Sold out |
| Doyle Wealth Management | 0 | $0 | 0.00% | −48,344−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −18,859−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,762−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −14,150−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −13,151−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −12,507−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −10,169−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,832−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |