VGM

Invesco Trust Investment Grade Municipals
$10.31-0.07 (-0.67%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.1682611242714856e+273B

Total Value

$1.2114120008000701e+173T

% of Float

Price History

$9.39$9.71$10.04$10.36$10.68Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ROBINSON CAPITAL MANAGEMENT, LLC1,168,261$12.1M4.95%Share
2GUGGENHEIM CAPITAL LLC1,242,714$12.0M0.09%Share
3LPL Financial LLC855,464$8.0M0.00%Share
4SIT INVESTMENT ASSOCIATES INC723,224$7.0M0.14%Share
5MORGAN STANLEY644,708$6.0M0.00%Share
6UBS Group AG568,689$5.9M0.00%Share
7Hennion & Walsh Asset Management, Inc.498,772$5.2M0.18%Share
8BANK OF AMERICA CORP /DE/474,197$4.0M0.00%Share
9AMERIPRISE FINANCIAL INC432,699$4.0M0.00%Share
10TRUIST FINANCIAL CORP371,022$3.8M0.01%Share
11RIVERNORTH CAPITAL MANAGEMENT, LLC364,777$3.8M0.18%Share
12VAN ECK ASSOCIATES CORP311,378$3.0M0.00%Share
13WELLS FARGO & COMPANY/MN329,147$3.0M0.00%Share
14ROYAL BANK OF CANADA342,592$3.0M0.00%Share
15Leo Wealth, LLC261,050$2.7M0.20%Share
16GREATMARK INVESTMENT PARTNERS, INC.248,750$2.6M0.31%Share
17Melone Private Wealth, LLC195,377$2.0M0.86%Share
18WELLS FARGO & COMPANY/MN270,402$2.0M0.00%Share
19Advisors Asset Management, Inc.195,389$2.0M0.03%Share
20STIFEL FINANCIAL CORP236,757$2.0M0.00%Share
21MACKAY SHIELDS LLC185,906$1.9M0.07%Share
22Indiana Trust & Investment Management Co163,647$1.7M0.50%Share
23Gridiron Partners, LLC149,983$1.6M0.89%Share
24Allspring Global Investments Holdings, LLC140,277$1.5M0.00%Share
25N.E.W. Advisory Services LLC124,460$1.3M0.10%Share
26MACKAY SHIELDS LLC122,637$1.3M0.04%Share
27Claro Advisors Inc.113,427$1.2M0.16%Share
28Stratos Wealth Partners, LTD.108,515$1.1M0.01%Share
29RAYMOND JAMES FINANCIAL INC120,097$1.0M0.00%Share
30COMMONWEALTH EQUITY SERVICES, LLC159,679$1.0M0.00%Share
31Cetera Investment Advisers128,180$1.0M0.00%Share
32Invesco Ltd.92,786$962K0.00%Share
33Cutler Capital Management, LLC86,117$893K0.26%Share
34Tyche Wealth Partners LLC82,098$851K0.14%Share
35Whipplewood Advisors, LLC71,160$737K0.47%Share
36Capital Investment Advisory Services, LLC66,406$688K0.05%Share
37World Investment Advisors67,694$625K0.01%Share
38CALTON & ASSOCIATES, INC.54,483$564K0.08%Share
39MELFA WEALTH MANAGEMENT, INC.37,360$387K0.22%Share
40Sovereign Financial Group, Inc.30,703$318K0.05%Share
41Burford Brothers, Inc.27,625$286K0.12%Share
42HARBOUR INVESTMENTS, INC.25,945$269K0.01%Share
43Carroll Advisory Group, LLC22,645$234K0.10%Share
44WealthBridge Capital Management, LLC22,500$233K0.05%Share
45Kercheville Advisors, LLC22,112$226K0.06%Share
46Sequoia Financial Advisors, LLC20,953$217K0.00%Share
47Cornerstone Wealth Management, LLC17,165$177K0.01%Share
48Compound Planning, Inc.16,796$174K0.01%Share
49Wealth Alliance Advisory Group, LLC15,737$163K0.03%Share
50Virtu Financial LLC15,643$162K0.01%Share