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, Q4 2025
Institutional positions in Invesco Trust for Investment Grade Municipals as of Dec 31, 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
- 103
- −5 vs. Q3 2025
- Shares held
- 13.0M
- −2.58M (−16.6%) vs. Q3 2025
- Total value
- $134.6M
- −$6.94M (−4.9%) vs. Q3 2025
- New holders
- 10
- 35 more added
- Sold out
- 15
- 26 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,242,714 | $12.9M | 0.09% | +58,922+5.0% | Added |
| Robinson Capital Management, LLC | 1,168,261 | $12.1M | 5.08% | +1,315+0.1% | Added |
| LPL Financial LLC | 855,464 | $8.87M | 0.00% | +96,570+12.7% | Added |
| Sit Investment Associates Inc | 723,224 | $7.50M | 0.15% | −4,732−0.7% | Reduced |
| Morgan Stanley | 644,709 | $6.69M | 0.00% | +99,657+18.3% | Added |
| Wells Fargo & Company | 599,549 | $6.22M | 0.00% | −31,287−5.0% | Reduced |
| UBS Group AG | 568,689 | $5.90M | 0.00% | +15,267+2.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 498,772 | $5.17M | 0.18% | +470,277+1,650.4% | Added |
| Bank of America Corp | 475,197 | $4.93M | 0.00% | −20,711−4.2% | Reduced |
| Ameriprise Financial Inc | 432,699 | $4.49M | 0.00% | +49,963+13.1% | Added |
| Truist Financial Corp | 371,022 | $3.85M | 0.01% | −274,968−42.6% | Reduced |
| Rivernorth Capital Management, LLC | 364,777 | $3.78M | 0.18% | −576,951−61.3% | Reduced |
| Royal Bank of Canada | 344,315 | $3.57M | 0.00% | +22,859+7.1% | Added |
| Van Eck Associates Corp | 311,378 | $3.23M | 0.00% | +30,992+11.1% | Added |
| Mackay Shields LLC | 308,543 | $3.20M | 0.11% | −61,619−16.6% | Reduced |
| Leo Wealth, LLC | 261,050 | $2.71M | 0.20% | +79,256+43.6% | Added |
| Greatmark Investment Partners, Inc. | 248,750 | $2.58M | 0.31% | 00.0% | Unchanged |
| Stifel Financial Corp | 245,207 | $2.54M | 0.00% | +1,047+0.4% | Added |
| Advisors Asset Management, Inc. | 195,389 | $2.03M | 0.03% | −2,696−1.4% | Reduced |
| Melone Private Wealth, LLC | 195,377 | $2.03M | 0.86% | +3,067+1.6% | Added |
| Raymond James Financial Inc | 171,781 | $1.78M | 0.00% | −23,120−11.9% | Reduced |
| Indiana Trust & Investment Management CO | 163,647 | $1.70M | 0.50% | −9,500−5.5% | Reduced |
| Commonwealth Equity Services, LLC | 159,679 | $1.66M | 0.00% | +13,388+9.2% | Added |
| Gridiron Partners, LLC | 149,983 | $1.56M | 0.89% | −1,572,747−91.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 140,277 | $1.45M | 0.00% | −155,584−52.6% | Reduced |
| Cetera Investment Advisers | 128,180 | $1.33M | 0.00% | +12,891+11.2% | Added |
| N.E.W. Advisory Services LLC | 124,460 | $1.29M | 0.10% | +74,675+150.0% | Added |
| Claro Advisors LLC | 113,427 | $1.18M | 0.16% | +27,590+32.1% | Added |
| Stratos Wealth Partners, LTD. | 108,515 | $1.13M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 92,786 | $962.2K | 0.00% | −8,844−8.7% | Reduced |
| Cutler Capital Management, LLC | 86,117 | $893.0K | 0.27% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 84,821 | $879.6K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 82,098 | $851.4K | 0.14% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 71,160 | $737.9K | 0.47% | −340−0.5% | Reduced |
| Private Advisor Group, LLC | 68,469 | $710.0K | 0.00% | −834−1.2% | Reduced |
| Pensionmark Financial Group, LLC | 67,694 | $702.0K | 0.01% | +11,860+21.2% | Added |
| Capital Investment Advisory Services, LLC | 66,406 | $688.6K | 0.05% | +3,358+5.3% | Added |
| Advisor Group Holdings, Inc. | 61,483 | $637.6K | 0.00% | −28,302−31.5% | Reduced |
| GWM Advisors LLC | 58,715 | $608.9K | 0.00% | +15,645+36.3% | Added |
| Calton & Associates, Inc. | 54,483 | $565.0K | 0.08% | +549+1.0% | Added |
| Baird Financial Group, Inc. | 51,265 | $531.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 41,448 | $429.8K | 0.00% | −4,100−9.0% | Reduced |
| Mercer Global Advisors Inc | 40,816 | $423.3K | 0.00% | −49,697−54.9% | Reduced |
| Melfa Wealth Management, LLC | 37,360 | $387.4K | 0.22% | 00.0% | Unchanged |
| Colony Group, LLC | 35,600 | $369.2K | 0.00% | +35,600 | New |
| Sovereign Financial Group, Inc. | 30,703 | $318.4K | 0.06% | +372+1.2% | Added |
| Prospera Financial Services Inc | 29,606 | $307.0K | 0.01% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 27,625 | $286.5K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 26,339 | $273.1K | 0.00% | +1,617+6.5% | Added |
| Harbour Investments, Inc. | 25,945 | $269.1K | 0.01% | −1,455−5.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,707 | $266.6K | 0.00% | +13,919+118.1% | Added |
| StoneX Group Inc. | 22,802 | $236.5K | 0.01% | 00.0% | Unchanged |
| Carroll Advisory Group, LLC | 22,645 | $234.8K | 0.10% | +22,645 | New |
| WealthBridge Capital Management, LLC | 22,500 | $233.3K | 0.05% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 22,112 | $226.2K | 0.06% | +30+0.1% | Added |
| Sequoia Financial Advisors, LLC | 20,953 | $217.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,041 | $207.8K | 0.00% | +22+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,496 | $202.0K | 0.00% | −3,926−16.8% | Reduced |
| Nuveen, LLC | 18,694 | $193.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 18,041 | $187.1K | 0.00% | +803+4.7% | Added |
| Cornerstone Wealth Management, LLC | 17,165 | $178.0K | 0.01% | +2,076+13.8% | Added |
| Atomi Financial Group, Inc. | 16,796 | $174.2K | 0.01% | +227+1.4% | Added |
| AlphaCore Capital LLC | 16,674 | $172.9K | 0.00% | +311+1.9% | Added |
| Wealth Alliance Advisory Group, LLC | 15,737 | $163.2K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,643 | $162.0K | 0.01% | +15,643 | New |
| Institute for Wealth Management, LLC. | 15,100 | $156.6K | 0.02% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 14,663 | $152.1K | 0.09% | +14,663 | New |
| Dynamic Advisor Solutions LLC | 14,150 | $146.7K | 0.00% | −100−0.7% | Reduced |
| Capital Investment Advisors, LLC | 13,795 | $143.1K | 0.00% | −760−5.2% | Reduced |
| Zullo Investment Group, Inc. | 13,500 | $140.0K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 11,883 | $123.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,692 | $121.0K | 0.00% | −3,000−20.4% | Reduced |
| Concurrent Investment Advisors, LLC | 11,176 | $115.9K | 0.00% | −1,629−12.7% | Reduced |
| Catalina Capital Group, LLC | 11,104 | $115.1K | 0.07% | +54+0.5% | Added |
| Alesco Advisors LLC | 11,000 | $114.1K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 10,879 | $112.8K | 0.05% | +203+1.9% | Added |
| Kennedy Investment Group | 10,419 | $108.0K | 0.04% | −168,804−94.2% | Reduced |
| Wealthspire Advisors, LLC | 10,000 | $103.7K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 9,900 | $102.7K | 0.06% | +9,900 | New |
| Cohen & Steers, Inc. | 7,500 | $78.0K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 7,000 | $72.6K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,227 | $64.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,688 | $59.0K | 0.00% | +5,001+727.9% | Added |
| Comerica Bank | 5,370 | $55.7K | 0.00% | +2,470+85.2% | Added |
| Huntington National Bank | – | $46.7K | 0.00% | – | – |
| IFP Advisors, Inc | 3,686 | $38.2K | 0.00% | +19+0.5% | Added |
| High Note Wealth, LLC | 2,610 | $27.1K | 0.01% | −344−11.6% | Reduced |
| Eastern Bank | 2,186 | $22.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,041 | $21.2K | 0.00% | +2,041 | New |
| Essential Investment Partners LLC | 1,500 | $15.6K | 0.01% | +1,500 | New |
| SageView Advisory Group, LLC | 1,394 | $14.5K | 0.00% | +1,394 | New |
| Ancora Advisors, LLC | 1,196 | $12.4K | 0.00% | −101−7.8% | Reduced |
| City Holding Co | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 809 | $8.39K | 0.00% | +809 | New |
| Rothschild Investment LLC | 800 | $8.30K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 542 | $5.62K | 0.00% | +42+8.4% | Added |
| CVA Family Office, LLC | 400 | $4.15K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 381 | $3.95K | 0.00% | +381 | New |
| Mascoma Wealth Management LLC | 320 | $3.32K | 0.00% | 00.0% | Unchanged |