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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 1 | $6 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 292 | $2.88K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 320 | $3.16K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 381 | $3.67K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 375 | $3.70K | 0.00% | +375 | New |
| CVA Family Office, LLC | 403 | $3.97K | 0.00% | +3+0.8% | Added |
| MAI Capital Management | 542 | $5.35K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 570 | $5.63K | 0.00% | −430−43.0% | Reduced |
| UBS Asset Management Americas Inc | 585 | $5.77K | 0.00% | +585 | New |
| Rothschild Investment LLC | 800 | $7.90K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ancora Advisors, LLC | 1,083 | $10.7K | 0.00% | −113−9.4% | Reduced |
| Penserra Capital Management LLC | 1,378 | $13.0K | 0.00% | +1,378 | New |
| Private Trust Co NA | 1,915 | $18.9K | 0.00% | +1,915 | New |
| US Bancorp | 2,041 | $20.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,186 | $21.6K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,577 | $25.4K | 0.00% | −33−1.3% | Reduced |
| IFP Advisors, Inc | 3,635 | $35.9K | 0.00% | −51−1.4% | Reduced |
| Advisory Services Network, LLC | 4,215 | $41.6K | 0.00% | +4,215 | New |
| Huntington National Bank | – | $44.4K | 0.00% | – | – |
| CWM, LLC | 4,907 | $48.4K | 0.00% | +4,707+2,353.5% | Added |
| NBC Securities, Inc. | 6,227 | $61.5K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 7,000 | $69.1K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,240 | $81.3K | 0.00% | +8,240 | New |
| Gill Capital Partners, LLC | 9,991 | $98.6K | 0.03% | +9,991 | New |
| Kennedy Investment Group | 10,619 | $104.8K | 0.04% | +200+1.9% | Added |
| Allworth Financial LP | 10,690 | $105.5K | 0.00% | +5,002+87.9% | Added |
| Keybank National Association | 10,883 | $107.4K | 0.00% | −1,000−8.4% | Reduced |
| WMG Financial Advisors, LLC | 10,948 | $108.1K | 0.05% | +69+0.6% | Added |
| Integrated Wealth Concepts LLC | 11,010 | $108.7K | 0.00% | +11,010 | New |
| Wedbush Securities Inc | 11,000 | $109.0K | 0.00% | +11,000 | New |
| Catalina Capital Group, LLC | 11,104 | $109.6K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,929 | $118.0K | 0.00% | +237+2.0% | Added |
| Quadcap Wealth Management, LLC | 12,257 | $121.0K | 0.01% | +12,257 | New |
| Concurrent Investment Advisors, LLC | 12,326 | $121.7K | 0.00% | +1,150+10.3% | Added |
| Zullo Investment Group, Inc. | 13,500 | $133.2K | 0.05% | 00.0% | Unchanged |
| Apella Capital, LLC | 13,000 | $134.0K | 0.00% | +13,000 | New |
| Closed-End Fund Advisors, Inc. | 13,663 | $134.9K | 0.14% | −1,000−6.8% | Reduced |
| Capital Investment Advisors, LLC | 13,795 | $136.2K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 14,150 | $139.7K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 14,352 | $141.7K | 0.00% | +14,352 | New |
| Wealthspire Advisors, LLC | 15,000 | $148.1K | 0.00% | +5,000+50.0% | Added |
| Institute for Wealth Management, LLC. | 15,100 | $149.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,345 | $151.0K | 0.00% | −4,151−21.3% | Reduced |
| First Trust Advisors LP | 15,419 | $152.2K | 0.00% | −2,622−14.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 15,737 | $155.3K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 16,993 | $167.7K | 0.00% | +319+1.9% | Added |
| Atomi Financial Group, Inc. | 17,974 | $177.4K | 0.01% | +1,178+7.0% | Added |
| Nuveen, LLC | 18,694 | $184.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,361 | $201.0K | 0.00% | +20,361 | New |
| Virtu Financial LLC | 21,485 | $212.0K | 0.01% | +5,842+37.3% | Added |
| Kercheville Advisors, LLC | 22,143 | $218.6K | 0.07% | +31+0.1% | Added |
| WealthBridge Capital Management, LLC | 22,500 | $222.1K | 0.05% | 00.0% | Unchanged |
| Carroll Advisory Group, LLC | 22,645 | $223.5K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 24,439 | $241.2K | 0.00% | −1,900−7.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,054 | $286.8K | 0.00% | +3,347+13.0% | Added |
| Prospera Financial Services Inc | 29,606 | $292.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 30,404 | $300.1K | 0.02% | +13,239+77.1% | Added |
| Sovereign Financial Group, Inc. | 30,869 | $304.7K | 0.05% | +166+0.5% | Added |
| Colony Group, LLC | 35,600 | $351.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 37,254 | $367.7K | 0.00% | −4,194−10.1% | Reduced |
| Melfa Wealth Management, LLC | 37,360 | $368.7K | 0.21% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 40,574 | $400.5K | 0.00% | −242−0.6% | Reduced |
| Summit Trail Advisors, LLC | 41,046 | $405.1K | 0.01% | +41,046 | New |
| Invesco Ltd. | 41,701 | $411.6K | 0.00% | −51,085−55.1% | Reduced |
| Calton & Associates, Inc. | 42,637 | $420.8K | 0.06% | −11,846−21.7% | Reduced |
| Kestra Advisory Services, LLC | 44,756 | $441.7K | 0.00% | +24,715+123.3% | Added |
| Burford Brothers, Inc. | 46,421 | $458.2K | 0.19% | +18,796+68.0% | Added |
| Wealth Care LLC | 50,000 | $493.5K | 0.44% | +50,000 | New |
| Baird Financial Group, Inc. | 51,265 | $506.0K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 54,940 | $542.3K | 0.07% | +54,940 | New |
| Pensionmark Financial Group, LLC | 68,065 | $671.8K | 0.01% | +371+0.5% | Added |
| Private Advisor Group, LLC | 68,723 | $678.3K | 0.00% | +254+0.4% | Added |
| Capital Investment Advisory Services, LLC | 69,109 | $682.1K | 0.05% | +2,703+4.1% | Added |
| GWM Advisors LLC | 69,770 | $688.6K | 0.00% | +11,055+18.8% | Added |
| Whipplewood Advisors, LLC | 70,408 | $694.9K | 0.36% | −752−1.1% | Reduced |
| Tyche Wealth Partners LLC | 82,098 | $810.3K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 84,821 | $837.2K | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 86,117 | $850.0K | 0.23% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 86,879 | $857.5K | 0.00% | +25,396+41.3% | Added |
| Fiera Capital Corp | 89,170 | $880.1K | 0.00% | +89,170 | New |
| Harbour Investments, Inc. | 98,926 | $976.4K | 0.02% | +72,981+281.3% | Added |
| Truist Financial Corp | 112,452 | $1.11M | 0.00% | −258,570−69.7% | Reduced |
| Claro Advisors LLC | 112,530 | $1.11M | 0.13% | −897−0.8% | Reduced |
| Indiana Trust & Investment Management CO | 122,000 | $1.20M | 0.37% | −41,647−25.4% | Reduced |
| Gridiron Partners, LLC | 129,726 | $1.28M | 0.78% | −20,257−13.5% | Reduced |
| Raymond James Financial Inc | 149,384 | $1.47M | 0.00% | −22,397−13.0% | Reduced |
| Stratos Wealth Partners, LTD. | 162,832 | $1.61M | 0.02% | +54,317+50.1% | Added |
| Commonwealth Equity Services, LLC | 169,229 | $1.67M | 0.00% | +9,550+6.0% | Added |
| Melone Private Wealth, LLC | 172,859 | $1.71M | 0.70% | −22,518−11.5% | Reduced |
| Cetera Investment Advisers | 187,141 | $1.85M | 0.00% | +58,961+46.0% | Added |
| Advisors Asset Management, Inc. | 193,977 | $1.91M | 0.03% | −1,412−0.7% | Reduced |
| Mackay Shields LLC | 209,167 | $2.06M | 0.08% | −99,376−32.2% | Reduced |
| N.E.W. Advisory Services LLC | 229,958 | $2.27M | 0.17% | +105,498+84.8% | Added |
| Stifel Financial Corp | 236,923 | $2.34M | 0.00% | −8,284−3.4% | Reduced |
| Greatmark Investment Partners, Inc. | 248,750 | $2.46M | 0.29% | 00.0% | Unchanged |
| Van Eck Associates Corp | 313,044 | $3.09M | 0.00% | +1,666+0.5% | Added |
| Leo Wealth, LLC | 319,284 | $3.15M | 0.23% | +58,234+22.3% | Added |