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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 146 | $1.51K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 292 | $3.03K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 320 | $3.32K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 381 | $3.95K | 0.00% | +381 | New |
| CVA Family Office, LLC | 400 | $4.15K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 542 | $5.62K | 0.00% | +42+8.4% | Added |
| Rothschild Investment LLC | 800 | $8.30K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 809 | $8.39K | 0.00% | +809 | New |
| 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 |
| Ancora Advisors, LLC | 1,196 | $12.4K | 0.00% | −101−7.8% | Reduced |
| SageView Advisory Group, LLC | 1,394 | $14.5K | 0.00% | +1,394 | New |
| Essential Investment Partners LLC | 1,500 | $15.6K | 0.01% | +1,500 | New |
| US Bancorp | 2,041 | $21.2K | 0.00% | +2,041 | New |
| Eastern Bank | 2,186 | $22.7K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,610 | $27.1K | 0.01% | −344−11.6% | Reduced |
| IFP Advisors, Inc | 3,686 | $38.2K | 0.00% | +19+0.5% | Added |
| Huntington National Bank | – | $46.7K | 0.00% | – | – |
| Comerica Bank | 5,370 | $55.7K | 0.00% | +2,470+85.2% | Added |
| Allworth Financial LP | 5,688 | $59.0K | 0.00% | +5,001+727.9% | Added |
| NBC Securities, Inc. | 6,227 | $64.6K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 7,000 | $72.6K | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 7,500 | $78.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 9,900 | $102.7K | 0.06% | +9,900 | New |
| Wealthspire Advisors, LLC | 10,000 | $103.7K | 0.00% | 00.0% | Unchanged |
| Kennedy Investment Group | 10,419 | $108.0K | 0.04% | −168,804−94.2% | Reduced |
| WMG Financial Advisors, LLC | 10,879 | $112.8K | 0.05% | +203+1.9% | Added |
| Alesco Advisors LLC | 11,000 | $114.1K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 11,104 | $115.1K | 0.07% | +54+0.5% | Added |
| Concurrent Investment Advisors, LLC | 11,176 | $115.9K | 0.00% | −1,629−12.7% | Reduced |
| Janney Montgomery Scott LLC | 11,692 | $121.0K | 0.00% | −3,000−20.4% | Reduced |
| Keybank National Association | 11,883 | $123.2K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13,500 | $140.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 13,795 | $143.1K | 0.00% | −760−5.2% | Reduced |
| Dynamic Advisor Solutions LLC | 14,150 | $146.7K | 0.00% | −100−0.7% | Reduced |
| Closed-End Fund Advisors, Inc. | 14,663 | $152.1K | 0.09% | +14,663 | New |
| Institute for Wealth Management, LLC. | 15,100 | $156.6K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,643 | $162.0K | 0.01% | +15,643 | New |
| Wealth Alliance Advisory Group, LLC | 15,737 | $163.2K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 16,674 | $172.9K | 0.00% | +311+1.9% | Added |
| Atomi Financial Group, Inc. | 16,796 | $174.2K | 0.01% | +227+1.4% | Added |
| Cornerstone Wealth Management, LLC | 17,165 | $178.0K | 0.01% | +2,076+13.8% | Added |
| First Trust Advisors LP | 18,041 | $187.1K | 0.00% | +803+4.7% | Added |
| Nuveen, LLC | 18,694 | $193.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 19,496 | $202.0K | 0.00% | −3,926−16.8% | Reduced |
| Kestra Advisory Services, LLC | 20,041 | $207.8K | 0.00% | +22+0.1% | Added |
| Sequoia Financial Advisors, LLC | 20,953 | $217.3K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 22,112 | $226.2K | 0.06% | +30+0.1% | Added |
| WealthBridge Capital Management, LLC | 22,500 | $233.3K | 0.05% | 00.0% | Unchanged |
| Carroll Advisory Group, LLC | 22,645 | $234.8K | 0.10% | +22,645 | New |
| StoneX Group Inc. | 22,802 | $236.5K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 25,707 | $266.6K | 0.00% | +13,919+118.1% | Added |
| Harbour Investments, Inc. | 25,945 | $269.1K | 0.01% | −1,455−5.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,339 | $273.1K | 0.00% | +1,617+6.5% | Added |
| Burford Brothers, Inc. | 27,625 | $286.5K | 0.12% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 29,606 | $307.0K | 0.01% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 30,703 | $318.4K | 0.06% | +372+1.2% | Added |
| Colony Group, LLC | 35,600 | $369.2K | 0.00% | +35,600 | New |
| Melfa Wealth Management, LLC | 37,360 | $387.4K | 0.22% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 40,816 | $423.3K | 0.00% | −49,697−54.9% | Reduced |
| Rockefeller Capital Management L.P. | 41,448 | $429.8K | 0.00% | −4,100−9.0% | Reduced |
| Baird Financial Group, Inc. | 51,265 | $531.6K | 0.00% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 54,483 | $565.0K | 0.08% | +549+1.0% | Added |
| GWM Advisors LLC | 58,715 | $608.9K | 0.00% | +15,645+36.3% | Added |
| Advisor Group Holdings, Inc. | 61,483 | $637.6K | 0.00% | −28,302−31.5% | Reduced |
| Capital Investment Advisory Services, LLC | 66,406 | $688.6K | 0.05% | +3,358+5.3% | Added |
| Pensionmark Financial Group, LLC | 67,694 | $702.0K | 0.01% | +11,860+21.2% | Added |
| Private Advisor Group, LLC | 68,469 | $710.0K | 0.00% | −834−1.2% | Reduced |
| Whipplewood Advisors, LLC | 71,160 | $737.9K | 0.47% | −340−0.5% | Reduced |
| Tyche Wealth Partners LLC | 82,098 | $851.4K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 84,821 | $879.6K | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 86,117 | $893.0K | 0.27% | 00.0% | Unchanged |
| Invesco Ltd. | 92,786 | $962.2K | 0.00% | −8,844−8.7% | Reduced |
| Stratos Wealth Partners, LTD. | 108,515 | $1.13M | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 113,427 | $1.18M | 0.16% | +27,590+32.1% | Added |
| N.E.W. Advisory Services LLC | 124,460 | $1.29M | 0.10% | +74,675+150.0% | Added |
| Cetera Investment Advisers | 128,180 | $1.33M | 0.00% | +12,891+11.2% | Added |
| Allspring Global Investments Holdings, LLC | 140,277 | $1.45M | 0.00% | −155,584−52.6% | Reduced |
| Gridiron Partners, LLC | 149,983 | $1.56M | 0.89% | −1,572,747−91.3% | Reduced |
| Commonwealth Equity Services, LLC | 159,679 | $1.66M | 0.00% | +13,388+9.2% | Added |
| Indiana Trust & Investment Management CO | 163,647 | $1.70M | 0.50% | −9,500−5.5% | Reduced |
| Raymond James Financial Inc | 171,781 | $1.78M | 0.00% | −23,120−11.9% | Reduced |
| Melone Private Wealth, LLC | 195,377 | $2.03M | 0.86% | +3,067+1.6% | Added |
| Advisors Asset Management, Inc. | 195,389 | $2.03M | 0.03% | −2,696−1.4% | Reduced |
| Stifel Financial Corp | 245,207 | $2.54M | 0.00% | +1,047+0.4% | Added |
| Greatmark Investment Partners, Inc. | 248,750 | $2.58M | 0.31% | 00.0% | Unchanged |
| Leo Wealth, LLC | 261,050 | $2.71M | 0.20% | +79,256+43.6% | Added |
| Mackay Shields LLC | 308,543 | $3.20M | 0.11% | −61,619−16.6% | Reduced |
| Van Eck Associates Corp | 311,378 | $3.23M | 0.00% | +30,992+11.1% | Added |
| Royal Bank of Canada | 344,315 | $3.57M | 0.00% | +22,859+7.1% | Added |
| Rivernorth Capital Management, LLC | 364,777 | $3.78M | 0.18% | −576,951−61.3% | Reduced |
| Truist Financial Corp | 371,022 | $3.85M | 0.01% | −274,968−42.6% | Reduced |
| Ameriprise Financial Inc | 432,699 | $4.49M | 0.00% | +49,963+13.1% | Added |
| Bank of America Corp | 475,197 | $4.93M | 0.00% | −20,711−4.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 498,772 | $5.17M | 0.18% | +470,277+1,650.4% | Added |
| UBS Group AG | 568,689 | $5.90M | 0.00% | +15,267+2.8% | Added |
| Wells Fargo & Company | 599,549 | $6.22M | 0.00% | −31,287−5.0% | Reduced |
| Morgan Stanley | 644,709 | $6.69M | 0.00% | +99,657+18.3% | Added |
| Sit Investment Associates Inc | 723,224 | $7.50M | 0.15% | −4,732−0.7% | Reduced |