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, Q1 2026
Institutional positions in Invesco Trust for Investment Grade Municipals as of Mar 31, 2026. 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
- 110
- +8 vs. Q4 2025
- Shares held
- 11.8M
- −1.15M (−8.9%) vs. Q4 2025
- Total value
- $116.7M
- −$17.8M (−13.3%) vs. Q4 2025
- New holders
- 19
- 35 more added
- Sold out
- 11
- 28 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,160,952 | $11.5M | 0.09% | −81,762−6.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 978,215 | $9.65M | 0.32% | +479,443+96.1% | Added |
| LPL Financial LLC | 690,510 | $6.82M | 0.00% | −164,954−19.3% | Reduced |
| Morgan Stanley | 686,775 | $6.78M | 0.00% | +42,066+6.5% | Added |
| Sit Investment Associates Inc | 669,430 | $6.61M | 0.13% | −53,794−7.4% | Reduced |
| Wells Fargo & Company | 572,719 | $5.65M | 0.00% | −26,830−4.5% | Reduced |
| UBS Group AG | 571,971 | $5.65M | 0.00% | +3,282+0.6% | Added |
| Ameriprise Financial Inc | 517,765 | $5.10M | 0.00% | +85,066+19.7% | Added |
| Bank of America Corp | 493,823 | $4.87M | 0.00% | +18,626+3.9% | Added |
| Royal Bank of Canada | 366,523 | $3.62M | 0.00% | +22,208+6.4% | Added |
| Leo Wealth, LLC | 319,284 | $3.15M | 0.23% | +58,234+22.3% | Added |
| Van Eck Associates Corp | 313,044 | $3.09M | 0.00% | +1,666+0.5% | Added |
| Greatmark Investment Partners, Inc. | 248,750 | $2.46M | 0.29% | 00.0% | Unchanged |
| Stifel Financial Corp | 236,923 | $2.34M | 0.00% | −8,284−3.4% | Reduced |
| N.E.W. Advisory Services LLC | 229,958 | $2.27M | 0.17% | +105,498+84.8% | Added |
| Mackay Shields LLC | 209,167 | $2.06M | 0.08% | −99,376−32.2% | Reduced |
| Advisors Asset Management, Inc. | 193,977 | $1.91M | 0.03% | −1,412−0.7% | Reduced |
| Cetera Investment Advisers | 187,141 | $1.85M | 0.00% | +58,961+46.0% | Added |
| Melone Private Wealth, LLC | 172,859 | $1.71M | 0.70% | −22,518−11.5% | Reduced |
| Commonwealth Equity Services, LLC | 169,229 | $1.67M | 0.00% | +9,550+6.0% | Added |
| Stratos Wealth Partners, LTD. | 162,832 | $1.61M | 0.02% | +54,317+50.1% | Added |
| Raymond James Financial Inc | 149,384 | $1.47M | 0.00% | −22,397−13.0% | Reduced |
| Gridiron Partners, LLC | 129,726 | $1.28M | 0.78% | −20,257−13.5% | Reduced |
| Indiana Trust & Investment Management CO | 122,000 | $1.20M | 0.37% | −41,647−25.4% | Reduced |
| Claro Advisors LLC | 112,530 | $1.11M | 0.13% | −897−0.8% | Reduced |
| Truist Financial Corp | 112,452 | $1.11M | 0.00% | −258,570−69.7% | Reduced |
| Harbour Investments, Inc. | 98,926 | $976.4K | 0.02% | +72,981+281.3% | Added |
| Fiera Capital Corp | 89,170 | $880.1K | 0.00% | +89,170 | New |
| Advisor Group Holdings, Inc. | 86,879 | $857.5K | 0.00% | +25,396+41.3% | Added |
| Cutler Capital Management, LLC | 86,117 | $850.0K | 0.23% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 84,821 | $837.2K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 82,098 | $810.3K | 0.12% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 70,408 | $694.9K | 0.36% | −752−1.1% | Reduced |
| GWM Advisors LLC | 69,770 | $688.6K | 0.00% | +11,055+18.8% | Added |
| Capital Investment Advisory Services, LLC | 69,109 | $682.1K | 0.05% | +2,703+4.1% | Added |
| Private Advisor Group, LLC | 68,723 | $678.3K | 0.00% | +254+0.4% | Added |
| Pensionmark Financial Group, LLC | 68,065 | $671.8K | 0.01% | +371+0.5% | Added |
| LexAurum Advisors, LLC | 54,940 | $542.3K | 0.07% | +54,940 | New |
| Baird Financial Group, Inc. | 51,265 | $506.0K | 0.00% | 00.0% | Unchanged |
| Wealth Care LLC | 50,000 | $493.5K | 0.44% | +50,000 | New |
| Burford Brothers, Inc. | 46,421 | $458.2K | 0.19% | +18,796+68.0% | Added |
| Kestra Advisory Services, LLC | 44,756 | $441.7K | 0.00% | +24,715+123.3% | Added |
| Calton & Associates, Inc. | 42,637 | $420.8K | 0.06% | −11,846−21.7% | Reduced |
| Invesco Ltd. | 41,701 | $411.6K | 0.00% | −51,085−55.1% | Reduced |
| Summit Trail Advisors, LLC | 41,046 | $405.1K | 0.01% | +41,046 | New |
| Mercer Global Advisors Inc | 40,574 | $400.5K | 0.00% | −242−0.6% | Reduced |
| Melfa Wealth Management, LLC | 37,360 | $368.7K | 0.21% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 37,254 | $367.7K | 0.00% | −4,194−10.1% | Reduced |
| Colony Group, LLC | 35,600 | $351.4K | 0.00% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 30,869 | $304.7K | 0.05% | +166+0.5% | Added |
| Cornerstone Wealth Management, LLC | 30,404 | $300.1K | 0.02% | +13,239+77.1% | Added |
| Prospera Financial Services Inc | 29,606 | $292.2K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 29,054 | $286.8K | 0.00% | +3,347+13.0% | Added |
| Northwestern Mutual Wealth Management Co | 24,439 | $241.2K | 0.00% | −1,900−7.2% | Reduced |
| Carroll Advisory Group, LLC | 22,645 | $223.5K | 0.09% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 22,500 | $222.1K | 0.05% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 22,143 | $218.6K | 0.07% | +31+0.1% | Added |
| Virtu Financial LLC | 21,485 | $212.0K | 0.01% | +5,842+37.3% | Added |
| Jane Street Group, LLC | 20,361 | $201.0K | 0.00% | +20,361 | New |
| Nuveen, LLC | 18,694 | $184.5K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 17,974 | $177.4K | 0.01% | +1,178+7.0% | Added |
| AlphaCore Capital LLC | 16,993 | $167.7K | 0.00% | +319+1.9% | Added |
| Wealth Alliance Advisory Group, LLC | 15,737 | $155.3K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 15,419 | $152.2K | 0.00% | −2,622−14.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,345 | $151.0K | 0.00% | −4,151−21.3% | Reduced |
| Institute for Wealth Management, LLC. | 15,100 | $149.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 15,000 | $148.1K | 0.00% | +5,000+50.0% | Added |
| Fisher Asset Management, LLC | 14,352 | $141.7K | 0.00% | +14,352 | New |
| Dynamic Advisor Solutions LLC | 14,150 | $139.7K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 13,795 | $136.2K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 13,663 | $134.9K | 0.14% | −1,000−6.8% | Reduced |
| Apella Capital, LLC | 13,000 | $134.0K | 0.00% | +13,000 | New |
| Zullo Investment Group, Inc. | 13,500 | $133.2K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,326 | $121.7K | 0.00% | +1,150+10.3% | Added |
| Quadcap Wealth Management, LLC | 12,257 | $121.0K | 0.01% | +12,257 | New |
| Janney Montgomery Scott LLC | 11,929 | $118.0K | 0.00% | +237+2.0% | Added |
| Catalina Capital Group, LLC | 11,104 | $109.6K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,000 | $109.0K | 0.00% | +11,000 | New |
| Integrated Wealth Concepts LLC | 11,010 | $108.7K | 0.00% | +11,010 | New |
| WMG Financial Advisors, LLC | 10,948 | $108.1K | 0.05% | +69+0.6% | Added |
| Keybank National Association | 10,883 | $107.4K | 0.00% | −1,000−8.4% | Reduced |
| Allworth Financial LP | 10,690 | $105.5K | 0.00% | +5,002+87.9% | Added |
| Kennedy Investment Group | 10,619 | $104.8K | 0.04% | +200+1.9% | Added |
| Gill Capital Partners, LLC | 9,991 | $98.6K | 0.03% | +9,991 | New |
| Fifth Third Bancorp | 8,240 | $81.3K | 0.00% | +8,240 | New |
| Mountain Hill Investment Partners Corp. | 7,000 | $69.1K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,227 | $61.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,907 | $48.4K | 0.00% | +4,707+2,353.5% | Added |
| Huntington National Bank | – | $44.4K | 0.00% | – | – |
| Advisory Services Network, LLC | 4,215 | $41.6K | 0.00% | +4,215 | New |
| IFP Advisors, Inc | 3,635 | $35.9K | 0.00% | −51−1.4% | Reduced |
| High Note Wealth, LLC | 2,577 | $25.4K | 0.00% | −33−1.3% | Reduced |
| Eastern Bank | 2,186 | $21.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,041 | $20.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,915 | $18.9K | 0.00% | +1,915 | New |
| Penserra Capital Management LLC | 1,378 | $13.0K | 0.00% | +1,378 | New |
| Ancora Advisors, LLC | 1,083 | $10.7K | 0.00% | −113−9.4% | Reduced |
| Essential Investment Partners LLC | 1,000 | $9.87K | 0.01% | −500−33.3% | Reduced |
| City Holding Co | 1,000 | $9.87K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,000 | $9.87K | 0.00% | +1,000 | New |