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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 320 | $3.39K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 292 | $3.10K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 206 | $2.19K | 0.00% | −197−48.9% | Reduced |
| Mackay Shields LLC | 0 | $0 | 0.00% | −209,167−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −42,637−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −41,701−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,485−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −15,419−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −14,352−100.0% | Sold out |
| Kennedy Investment Group | 0 | $0 | 0.00% | −10,619−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,215−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Elevated Capital Advisors, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Leo Wealth, LLC | – | – | – | – | Not filed |
| Catalina Capital Group, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |