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, Q3 2025
Institutional positions in Invesco Trust for Investment Grade Municipals as of Sep 30, 2025. 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
- 109
- −5 vs. Q2 2025
- Shares held
- 15.6M
- −365.8K (−2.3%) vs. Q2 2025
- Total value
- $142.2M
- −$9.55M (−6.3%) vs. Q2 2025
- New holders
- 9
- 39 more added
- Sold out
- 14
- 25 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 146 | $1.48K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Principal Securities, Inc. | 250 | $2.53K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 292 | $2.96K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 320 | $3.24K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 353 | $3.57K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 400 | $4.05K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 500 | $5.06K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $6.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 687 | $6.95K | 0.00% | +3+0.4% | Added |
| Rothschild Investment LLC | 800 | $8.10K | 0.00% | −82,500−99.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 924 | $9.35K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $10.1K | 0.00% | +1,000 | New |
| Ancora Advisors, LLC | 1,297 | $13.1K | 0.00% | −30−2.3% | Reduced |
| Eastern Bank | 2,186 | $22.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,900 | $29.3K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,954 | $29.9K | 0.01% | −4,093−58.1% | Reduced |
| Advisory Services Network, LLC | 3,000 | $30.4K | 0.00% | +3,000 | New |
| IFP Advisors, Inc | 3,667 | $37.1K | 0.00% | +20+0.5% | Added |
| Huntington National Bank | – | $45.5K | 0.00% | – | New |
| Blue Bell Private Wealth Management, LLC | 5,943 | $60.1K | 0.01% | −4,168−41.2% | Reduced |
| NBC Securities, Inc. | 6,227 | $63.0K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 7,000 | $70.8K | 0.06% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 7,500 | $76.0K | 0.00% | −22,500−75.0% | Reduced |
| Wealthspire Advisors, LLC | 10,000 | $101.2K | 0.00% | +10,000 | New |
| WMG Financial Advisors, LLC | 10,676 | $108.0K | 0.04% | −289−2.6% | Reduced |
| Moody National Bank Trust Division | 10,948 | $110.8K | 0.01% | 00.0% | Unchanged |
| Alesco Advisors LLC | 11,000 | $111.3K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,010 | $111.4K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 11,050 | $111.8K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,788 | $119.3K | 0.00% | +11,788 | New |
| Keybank National Association | 11,883 | $120.3K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,805 | $129.6K | 0.00% | +2,500+24.3% | Added |
| Zullo Investment Group, Inc. | 13,500 | $136.6K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 13,644 | $138.1K | 0.00% | +264+2.0% | Added |
| Permanent Capital Management, LP | 14,059 | $142.3K | 0.03% | +14,059 | New |
| Dynamic Advisor Solutions LLC | 14,250 | $144.2K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,555 | $147.3K | 0.00% | +1,500+11.5% | Added |
| Janney Montgomery Scott LLC | 14,692 | $149.0K | 0.00% | +2,000+15.8% | Added |
| Cornerstone Wealth Management, LLC | 15,089 | $152.7K | 0.01% | +4,818+46.9% | Added |
| Institute for Wealth Management, LLC. | 15,100 | $152.8K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 15,737 | $159.3K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 16,363 | $165.6K | 0.01% | +323+2.0% | Added |
| Atomi Financial Group, Inc. | 16,569 | $167.7K | 0.01% | +16,569 | New |
| First Trust Advisors LP | 17,238 | $174.4K | 0.00% | −1,054−5.8% | Reduced |
| Cerity Partners LLC | 18,539 | $187.6K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 18,694 | $189.2K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,019 | $202.6K | 0.00% | −452−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 20,953 | $212.0K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 22,082 | $223.5K | 0.07% | +7,531+51.8% | Added |
| WealthBridge Capital Management, LLC | 22,500 | $227.7K | 0.05% | 00.0% | Unchanged |
| StoneX Group Inc. | 22,802 | $230.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,422 | $237.0K | 0.00% | −4,709−16.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,722 | $250.2K | 0.00% | +458+1.9% | Added |
| Harbour Investments, Inc. | 27,400 | $277.3K | 0.01% | +2,048+8.1% | Added |
| Burford Brothers, Inc. | 27,625 | $279.6K | 0.12% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 28,495 | $288.4K | 0.01% | −27,541−49.1% | Reduced |
| Prospera Financial Services Inc | 29,606 | $299.6K | 0.01% | +1,250+4.4% | Added |
| Sovereign Financial Group, Inc. | 30,331 | $307.0K | 0.06% | −99−0.3% | Reduced |
| Melfa Wealth Management, LLC | 37,360 | $378.1K | 0.22% | 00.0% | Unchanged |
| Bank of Montreal | 40,781 | $412.7K | 0.00% | +761+1.9% | Added |
| GWM Advisors LLC | 43,070 | $435.9K | 0.00% | +20,000+86.7% | Added |
| Rockefeller Capital Management L.P. | 45,548 | $461.0K | 0.00% | +879+2.0% | Added |
| Quarry LP | 48,938 | $495.3K | 0.12% | −4,745−8.8% | Reduced |
| N.E.W. Advisory Services LLC | 49,785 | $503.8K | 0.05% | +12,854+34.8% | Added |
| Baird Financial Group, Inc. | 51,265 | $518.8K | 0.00% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 53,934 | $545.8K | 0.08% | +31,935+145.2% | Added |
| Pensionmark Financial Group, LLC | 55,834 | $565.0K | 0.01% | +55,834 | New |
| Capital Investment Advisory Services, LLC | 63,048 | $638.0K | 0.05% | +1,830+3.0% | Added |
| LexAurum Advisors, LLC | 65,904 | $666.9K | 0.09% | −101,652−60.7% | Reduced |
| Private Advisor Group, LLC | 69,303 | $701.3K | 0.00% | −1,955−2.7% | Reduced |
| Whipplewood Advisors, LLC | 71,500 | $723.6K | 0.48% | +6,042+9.2% | Added |
| Tyche Wealth Partners LLC | 82,098 | $830.8K | 0.15% | +11,500+16.3% | Added |
| The PNC Financial Services Group, Inc. | 84,821 | $858.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 89,785 | $862.5K | 0.00% | +11,776+15.1% | Added |
| Claro Advisors LLC | 85,837 | $868.7K | 0.13% | −17,561−17.0% | Reduced |
| Cutler Capital Management, LLC | 86,117 | $871.5K | 0.28% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 90,513 | $916.0K | 0.00% | +22,408+32.9% | Added |
| Invesco Ltd. | 101,630 | $1.03M | 0.00% | −120−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 108,515 | $1.10M | 0.01% | +6,115+6.0% | Added |
| Cetera Investment Advisers | 115,289 | $1.17M | 0.00% | +54,513+89.7% | Added |
| Absolute Investment Advisers LLC | 122,348 | $1.24M | 0.16% | −11,863−8.8% | Reduced |
| Commonwealth Equity Services, LLC | 146,291 | $1.48M | 0.00% | +83,002+131.1% | Added |
| Gridiron Partners, LLC | 1,722,730 | $1.52M | 0.86% | +1,572,747+1,048.6% | Added |
| Indiana Trust & Investment Management CO | 173,147 | $1.75M | 0.53% | 00.0% | Unchanged |
| Kennedy Investment Group | 179,223 | $1.81M | 0.72% | −25,693−12.5% | Reduced |
| Leo Wealth, LLC | 181,794 | $1.84M | 0.24% | −52,760−22.5% | Reduced |
| Melone Private Wealth, LLC | 192,310 | $1.95M | 0.88% | +4,249+2.3% | Added |
| Raymond James Financial Inc | 194,901 | $1.97M | 0.00% | +12,894+7.1% | Added |
| Advisors Asset Management, Inc. | 198,085 | $2.00M | 0.03% | −3,158−1.6% | Reduced |
| Stifel Financial Corp | 244,160 | $2.47M | 0.00% | +4,252+1.8% | Added |
| Greatmark Investment Partners, Inc. | 248,750 | $2.52M | 0.30% | +12,500+5.3% | Added |
| Van Eck Associates Corp | 280,386 | $2.84M | 0.00% | +9,206+3.4% | Added |
| Allspring Global Investments Holdings, LLC | 295,861 | $2.99M | 0.00% | −65,803−18.2% | Reduced |
| Royal Bank of Canada | 321,456 | $3.25M | 0.00% | +47,877+17.5% | Added |
| Mackay Shields LLC | 370,162 | $3.75M | 0.13% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 382,736 | $3.87M | 0.00% | +34,910+10.0% | Added |
| Bank of America Corp | 495,908 | $5.02M | 0.00% | +61,899+14.3% | Added |
| Fiera Capital Corp | 506,647 | $5.13M | 0.02% | −4,574−0.9% | Reduced |