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, Q2 2026
Institutional positions in Invesco Trust for Investment Grade Municipals as of Jun 30, 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
- 103
- −4 vs. Q1 2026
- Shares held
- 12.1M
- +630.5K (+5.5%) vs. Q1 2026
- Total value
- $128.3M
- +$15.0M (+13.2%) vs. Q1 2026
- New holders
- 9
- 39 more added
- Sold out
- 13
- 21 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 206 | $2.19K | 0.00% | −197−48.9% | Reduced |
| CoreCap Advisors, LLC | 292 | $3.10K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 320 | $3.39K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 381 | $4.00K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 386 | $4.09K | 0.00% | +386 | New |
| Highline Wealth Partners LLC | 570 | $6.04K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 692 | $7.34K | 0.00% | −9,998−93.5% | Reduced |
| Rothschild Investment LLC | 800 | $8.48K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 982 | $10.4K | 0.00% | −101−9.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 1,000 | $10.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,915 | $20.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,041 | $21.6K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,186 | $23.2K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,464 | $26.1K | 0.00% | −113−4.4% | Reduced |
| IFG Advisory, LLC | 2,785 | $29.5K | 0.00% | +2,785 | New |
| Aberdeen Wealth Management LLC | 2,850 | $30.2K | 0.01% | +2,850 | New |
| IFP Advisors, Inc | 3,009 | $31.9K | 0.00% | −626−17.2% | Reduced |
| Penserra Capital Management LLC | 4,134 | $43.0K | 0.00% | +2,756+200.0% | Added |
| Fifth Third Bancorp | 5,370 | $56.9K | 0.00% | −2,870−34.8% | Reduced |
| NBC Securities, Inc. | 6,227 | $66.0K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 7,000 | $74.2K | 0.04% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 9,991 | $105.9K | 0.03% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 10,203 | $108.2K | 0.02% | +10,203 | New |
| Keybank National Association | 10,883 | $115.4K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 10,948 | $116.0K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,010 | $116.7K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,000 | $117.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,466 | $122.0K | 0.00% | −3,879−25.3% | Reduced |
| Clark Asset Management, LLC | 11,633 | $123.3K | 0.01% | +11,633 | New |
| XTX Topco Ltd | 11,755 | $124.6K | 0.00% | +11,755 | New |
| Susquehanna International Group, LLP | 11,949 | $126.7K | 0.00% | +11,949 | New |
| Quadcap Wealth Management, LLC | 12,488 | $132.4K | 0.01% | +231+1.9% | Added |
| Apella Capital, LLC | 13,000 | $138.2K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13,500 | $143.1K | 0.05% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 13,663 | $144.8K | 0.14% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 13,795 | $146.2K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,826 | $146.6K | 0.00% | +1,500+12.2% | Added |
| Dynamic Advisor Solutions LLC | 14,050 | $148.9K | 0.00% | −100−0.7% | Reduced |
| Wealthspire Advisors, LLC | 15,000 | $159.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 15,100 | $160.1K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,429 | $164.0K | 0.00% | +3,500+29.3% | Added |
| AlphaCore Capital LLC | 17,313 | $183.5K | 0.00% | +320+1.9% | Added |
| Atomi Financial Group, Inc. | 18,351 | $194.5K | 0.01% | +377+2.1% | Added |
| Nuveen, LLC | 18,694 | $198.2K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 22,174 | $235.0K | 0.07% | +31+0.1% | Added |
| WealthBridge Capital Management, LLC | 22,500 | $238.5K | 0.05% | 00.0% | Unchanged |
| Carroll Advisory Group, LLC | 23,329 | $247.3K | 0.08% | +684+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 24,672 | $261.5K | 0.00% | +233+1.0% | Added |
| Jane Street Group, LLC | 26,388 | $279.7K | 0.00% | +6,027+29.6% | Added |
| Gridiron Partners, LLC | 27,029 | $286.5K | 0.15% | −102,697−79.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,208 | $309.6K | 0.00% | +154+0.5% | Added |
| Prospera Financial Services Inc | 29,606 | $313.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 29,704 | $314.9K | 0.00% | −7,550−20.3% | Reduced |
| Sovereign Financial Group, Inc. | 30,892 | $327.5K | 0.05% | +23+0.1% | Added |
| Cornerstone Wealth Management, LLC | 33,238 | $352.3K | 0.02% | +2,834+9.3% | Added |
| Colony Group, LLC | 36,149 | $383.2K | 0.00% | +549+1.5% | Added |
| Melfa Wealth Management, LLC | 37,360 | $396.0K | 0.21% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 41,901 | $444.1K | 0.00% | +1,327+3.3% | Added |
| Wealth Alliance Advisory Group, LLC | 44,891 | $475.8K | 0.07% | +29,154+185.3% | Added |
| Kestra Advisory Services, LLC | 44,981 | $476.8K | 0.00% | +225+0.5% | Added |
| Burford Brothers, Inc. | 46,421 | $492.1K | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 48,373 | $512.8K | 0.00% | −20,350−29.6% | Reduced |
| Wealth Care LLC | 50,000 | $530.0K | 0.43% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50,005 | $530.1K | 0.17% | +50,005 | New |
| LexAurum Advisors, LLC | 55,976 | $593.3K | 0.07% | +1,036+1.9% | Added |
| Baird Financial Group, Inc. | 56,200 | $595.7K | 0.00% | +4,935+9.6% | Added |
| Pensionmark Financial Group, LLC | 60,725 | $599.4K | 0.01% | −7,340−10.8% | Reduced |
| Capital Investment Advisory Services, LLC | 65,738 | $696.8K | 0.04% | −3,371−4.9% | Reduced |
| Summit Trail Advisors, LLC | 67,090 | $711.2K | 0.01% | +26,044+63.5% | Added |
| Whipplewood Advisors, LLC | 69,481 | $736.5K | 0.50% | −927−1.3% | Reduced |
| Tyche Wealth Partners LLC | 78,648 | $833.7K | 0.12% | −3,450−4.2% | Reduced |
| The PNC Financial Services Group, Inc. | 84,821 | $899.1K | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 86,117 | $912.8K | 0.24% | 00.0% | Unchanged |
| Truist Financial Corp | 96,104 | $1.02M | 0.00% | −16,348−14.5% | Reduced |
| Advisor Group Holdings, Inc. | 97,276 | $1.03M | 0.00% | +10,397+12.0% | Added |
| Harbour Investments, Inc. | 99,250 | $1.05M | 0.01% | +324+0.3% | Added |
| Claro Advisors LLC | 99,973 | $1.06M | 0.11% | −12,557−11.2% | Reduced |
| Regatta Research & Money Management | 113,376 | $1.20M | 1.14% | +113,376 | New |
| Indiana Trust & Investment Management CO | 122,000 | $1.29M | 0.35% | 00.0% | Unchanged |
| GWM Advisors LLC | 136,864 | $1.45M | 0.00% | +67,094+96.2% | Added |
| Fiera Capital Corp | 154,641 | $1.64M | 0.01% | +65,471+73.4% | Added |
| Stratos Wealth Partners, LTD. | 168,142 | $1.78M | 0.02% | +5,310+3.3% | Added |
| Raymond James Financial Inc | 170,619 | $1.81M | 0.00% | +21,235+14.2% | Added |
| Advisors Asset Management, Inc. | 194,328 | $2.06M | 0.03% | +351+0.2% | Added |
| Commonwealth Equity Services, LLC | 205,552 | $2.18M | 0.00% | +36,323+21.5% | Added |
| Melone Private Wealth, LLC | 231,002 | $2.45M | 0.93% | +58,143+33.6% | Added |
| Stifel Financial Corp | 238,601 | $2.53M | 0.00% | +1,678+0.7% | Added |
| Greatmark Investment Partners, Inc. | 248,750 | $2.64M | 0.29% | 00.0% | Unchanged |
| Cetera Investment Advisers | 249,317 | $2.64M | 0.00% | +62,176+33.2% | Added |
| Van Eck Associates Corp | 355,063 | $3.76M | 0.00% | +42,019+13.4% | Added |
| N.E.W. Advisory Services LLC | 373,821 | $3.96M | 0.27% | +143,863+62.6% | Added |
| Royal Bank of Canada | 382,863 | $4.06M | 0.00% | +16,340+4.5% | Added |
| Bank of America Corp | 501,856 | $5.32M | 0.00% | +8,033+1.6% | Added |
| UBS Group AG | 567,497 | $6.02M | 0.00% | −4,474−0.8% | Reduced |
| Sit Investment Associates Inc | 603,608 | $6.40M | 0.12% | −65,822−9.8% | Reduced |
| Wells Fargo & Company | 617,864 | $6.55M | 0.00% | +45,145+7.9% | Added |
| LPL Financial LLC | 625,750 | $6.63M | 0.00% | −64,760−9.4% | Reduced |
| Morgan Stanley | 705,017 | $7.47M | 0.00% | +18,242+2.7% | Added |