Invesco Trust for Investment Grade Municipals
VGM- 交易所
- NYSE
- SEC CIK
- 0000880892
近 90 天，Invesco Trust for Investment Grade Municipals 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 103 家機構在 13F 申報持有，市值合計 $1.28 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Invesco Trust for Investment Grade Municipals 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 103
- 較 2026 年第 1 季 −4 家
- 持有股數
- 1,212 萬
- 較 2026 年第 1 季 +64.2 萬 (+5.6%)
- 總市值
- $1.28 億
- 較 2026 年第 1 季 +$1,510 萬 (+13.3%)
- 新進機構
- 9
- 另有 40 家加碼
- 清倉機構
- 13
- 另有 20 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 VGM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 103 | $1.28 億 |
| 2026 年第 1 季 | 110 | $1.17 億 |
| 2025 年第 4 季 | 103 | $1.35 億 |
| 2025 年第 3 季 | 109 | $1.42 億 |
| 2025 年第 2 季 | 115 | $1.55 億 |
| 2025 年第 1 季 | 108 | $2.05 億 |
| 2024 年第 4 季 | 109 | $2.11 億 |
| 2024 年第 3 季 | 103 | $2.15 億 |
| 2024 年第 2 季 | 101 | $2.28 億 |
| 2024 年第 1 季 | 100 | $2.28 億 |
| 2023 年第 4 季 | 108 | $2.11 億 |
| 2023 年第 3 季 | 85 | $1.52 億 |
| 2023 年第 2 季 | 91 | $1.64 億 |
| 2023 年第 1 季 | 89 | $1.60 億 |
| 2022 年第 4 季 | 96 | $1.57 億 |
| 2022 年第 3 季 | 89 | $1.22 億 |
| 2022 年第 2 季 | 88 | $1.28 億 |
| 2022 年第 1 季 | 94 | $1.24 億 |
| 2021 年第 4 季 | 90 | $1.42 億 |
| 2021 年第 3 季 | 80 | $1.38 億 |
| 2021 年第 2 季 | 78 | $1.43 億 |
| 2021 年第 1 季 | 80 | $1.42 億 |
2026 年第 2 季持有機構
每家機構持有 Invesco Trust for Investment Grade Municipals 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1,247,281 | $1,322 萬 | 0.38% | +269,066+27.5% | 加碼 |
| Guggenheim Capital LLC | 1,061,614 | $1,125 萬 | 0.07% | −99,338−8.6% | 減碼 |
| Ameriprise Financial Inc | 768,111 | $814.2 萬 | 0.00% | +250,346+48.4% | 加碼 |
| Morgan Stanley | 705,017 | $747.3 萬 | 0.00% | +18,242+2.7% | 加碼 |
| LPL Financial LLC | 625,750 | $663.3 萬 | 0.00% | −64,760−9.4% | 減碼 |
| Wells Fargo & Company | 617,864 | $654.9 萬 | 0.00% | +45,145+7.9% | 加碼 |
| Sit Investment Associates Inc | 603,608 | $639.8 萬 | 0.12% | −65,822−9.8% | 減碼 |
| UBS Group AG | 567,497 | $601.5 萬 | 0.00% | −4,474−0.8% | 減碼 |
| Bank of America Corp | 501,856 | $532.0 萬 | 0.00% | +8,033+1.6% | 加碼 |
| Royal Bank of Canada | 382,863 | $405.8 萬 | 0.00% | +16,340+4.5% | 加碼 |
| N.E.W. Advisory Services LLC | 373,821 | $396.3 萬 | 0.27% | +143,863+62.6% | 加碼 |
| Van Eck Associates Corp | 355,063 | $376.4 萬 | 0.00% | +42,019+13.4% | 加碼 |
| Cetera Investment Advisers | 249,317 | $264.3 萬 | 0.00% | +62,176+33.2% | 加碼 |
| Greatmark Investment Partners, Inc. | 248,750 | $263.7 萬 | 0.29% | 00.0% | 不變 |
| Stifel Financial Corp | 238,601 | $252.9 萬 | 0.00% | +1,678+0.7% | 加碼 |
| Melone Private Wealth, LLC | 231,002 | $244.9 萬 | 0.93% | +58,143+33.6% | 加碼 |
| Commonwealth Equity Services, LLC | 205,552 | $217.9 萬 | 0.00% | +36,323+21.5% | 加碼 |
| Advisors Asset Management, Inc. | 194,328 | $206.0 萬 | 0.03% | +351+0.2% | 加碼 |
| Raymond James Financial Inc | 170,619 | $180.9 萬 | 0.00% | +21,235+14.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 168,142 | $178.2 萬 | 0.02% | +5,310+3.3% | 加碼 |
| Fiera Capital Corp | 154,641 | $163.9 萬 | 0.01% | +65,471+73.4% | 加碼 |
| GWM Advisors LLC | 136,864 | $145.1 萬 | 0.00% | +67,094+96.2% | 加碼 |
| Indiana Trust & Investment Management CO | 122,000 | $129.3 萬 | 0.35% | 00.0% | 不變 |
| Regatta Research & Money Management | 113,376 | $120.2 萬 | 1.14% | +113,376 | 新進 |
| Claro Advisors LLC | 99,973 | $106.0 萬 | 0.11% | −12,557−11.2% | 減碼 |
| Harbour Investments, Inc. | 99,250 | $105.2 萬 | 0.01% | +324+0.3% | 加碼 |
| Advisor Group Holdings, Inc. | 97,276 | $103.1 萬 | 0.00% | +10,397+12.0% | 加碼 |
| Truist Financial Corp | 96,104 | $101.9 萬 | 0.00% | −16,348−14.5% | 減碼 |
| Cutler Capital Management, LLC | 86,117 | $91.3 萬 | 0.24% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 84,821 | $89.9 萬 | 0.00% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 78,648 | $83.4 萬 | 0.12% | −3,450−4.2% | 減碼 |
| Whipplewood Advisors, LLC | 69,481 | $73.6 萬 | 0.50% | −927−1.3% | 減碼 |
| Summit Trail Advisors, LLC | 67,090 | $71.1 萬 | 0.01% | +26,044+63.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 65,738 | $69.7 萬 | 0.04% | −3,371−4.9% | 減碼 |
| Pensionmark Financial Group, LLC | 60,725 | $59.9 萬 | 0.01% | −7,340−10.8% | 減碼 |
| Baird Financial Group, Inc. | 56,200 | $59.6 萬 | 0.00% | +4,935+9.6% | 加碼 |
| LexAurum Advisors, LLC | 55,976 | $59.3 萬 | 0.07% | +1,036+1.9% | 加碼 |
| Worth Asset Management, LLC | 50,005 | $53.0 萬 | 0.17% | +50,005 | 新進 |
| Wealth Care LLC | 50,000 | $53.0 萬 | 0.43% | 00.0% | 不變 |
| Private Advisor Group, LLC | 48,373 | $51.3 萬 | 0.00% | −20,350−29.6% | 減碼 |
| Burford Brothers, Inc. | 46,421 | $49.2 萬 | 0.18% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 44,981 | $47.7 萬 | 0.00% | +225+0.5% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 44,891 | $47.6 萬 | 0.07% | +29,154+185.3% | 加碼 |
| Mercer Global Advisors Inc | 41,901 | $44.4 萬 | 0.00% | +1,327+3.3% | 加碼 |
| Melfa Wealth Management, LLC | 37,360 | $39.6 萬 | 0.21% | 00.0% | 不變 |
| Colony Group, LLC | 36,149 | $38.3 萬 | 0.00% | +549+1.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 33,238 | $35.2 萬 | 0.02% | +2,834+9.3% | 加碼 |
| Sovereign Financial Group, Inc. | 30,892 | $32.7 萬 | 0.05% | +23+0.1% | 加碼 |
| Rockefeller Capital Management L.P. | 29,704 | $31.5 萬 | 0.00% | −7,550−20.3% | 減碼 |
| Prospera Financial Services Inc | 29,606 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 29,208 | $31.0 萬 | 0.00% | +154+0.5% | 加碼 |
| Gridiron Partners, LLC | 27,029 | $28.7 萬 | 0.15% | −102,697−79.2% | 減碼 |
| Jane Street Group, LLC | 26,388 | $28.0 萬 | 0.00% | +6,027+29.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 24,672 | $26.2 萬 | 0.00% | +233+1.0% | 加碼 |
| Carroll Advisory Group, LLC | 23,329 | $24.7 萬 | 0.08% | +684+3.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 22,932 | $24.4 萬 | 0.00% | +7,587+49.4% | 加碼 |
| WealthBridge Capital Management, LLC | 22,500 | $23.9 萬 | 0.05% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 22,174 | $23.5 萬 | 0.07% | +31+0.1% | 加碼 |
| Nuveen, LLC | 18,694 | $19.8 萬 | 0.00% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 18,351 | $19.5 萬 | 0.01% | +377+2.1% | 加碼 |
| AlphaCore Capital LLC | 17,313 | $18.4 萬 | 0.00% | +320+1.9% | 加碼 |
| Janney Montgomery Scott LLC | 15,429 | $16.4 萬 | 0.00% | +3,500+29.3% | 加碼 |
| Institute for Wealth Management, LLC. | 15,100 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 15,000 | $15.9 萬 | 0.00% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 14,050 | $14.9 萬 | 0.00% | −100−0.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 13,826 | $14.7 萬 | 0.00% | +1,500+12.2% | 加碼 |
| Capital Investment Advisors, LLC | 13,795 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| Closed-End Fund Advisors, Inc. | 13,663 | $14.5 萬 | 0.14% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 13,500 | $14.3 萬 | 0.05% | 00.0% | 不變 |
| Apella Capital, LLC | 13,000 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 12,488 | $13.2 萬 | 0.01% | +231+1.9% | 加碼 |
| Susquehanna International Group, LLP | 11,949 | $12.7 萬 | 0.00% | +11,949 | 新進 |
| XTX Topco Ltd | 11,755 | $12.5 萬 | 0.00% | +11,755 | 新進 |
| Clark Asset Management, LLC | 11,633 | $12.3 萬 | 0.01% | +11,633 | 新進 |
| Wedbush Securities Inc | 11,000 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 11,010 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 10,948 | $11.6 萬 | 0.04% | 00.0% | 不變 |
| Keybank National Association | 10,883 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| Leading Edge Financial Planning LLC | 10,203 | $10.8 萬 | 0.02% | +10,203 | 新進 |
| Gill Capital Partners, LLC | 9,991 | $10.6 萬 | 0.03% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 7,000 | $7.42 萬 | 0.04% | 00.0% | 不變 |
| NBC Securities, Inc. | 6,227 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 5,370 | $5.69 萬 | 0.00% | −2,870−34.8% | 減碼 |
| Penserra Capital Management LLC | 4,134 | $4.30 萬 | 0.00% | +2,756+200.0% | 加碼 |
| IFP Advisors, Inc | 3,009 | $3.19 萬 | 0.00% | −626−17.2% | 減碼 |
| Aberdeen Wealth Management LLC | 2,850 | $3.02 萬 | 0.01% | +2,850 | 新進 |
| IFG Advisory, LLC | 2,785 | $2.95 萬 | 0.00% | +2,785 | 新進 |
| High Note Wealth, LLC | 2,464 | $2.61 萬 | 0.00% | −113−4.4% | 減碼 |
| Eastern Bank | 2,186 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,041 | $2.16 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,915 | $2.03 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,000 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 1,000 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Essential Investment Partners LLC | 1,000 | $1.06 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 982 | $1.04 萬 | 0.00% | −101−9.3% | 減碼 |
| Rothschild Investment LLC | 800 | $8,480 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 692 | $7,341 | 0.00% | −9,998−93.5% | 減碼 |
| Highline Wealth Partners LLC | 570 | $6,042 | 0.00% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 386 | $4,092 | 0.00% | +386 | 新進 |
| Smartleaf Asset Management LLC | 381 | $4,000 | 0.00% | 00.0% | 不變 |