Invesco Trust for Investment Grade Municipals - Common (VGM)
CUSIP: 46131M106
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common
- Shares outstanding
- 54,194,036
- Total 13F shares
- 16,005,193
- Share change
- -4,582,059
- Total reported value
- $151,887,931
- Price per share
- $9.49
- Number of holders
- 115
- Value change
- -$44,187,171
- Number of buys
- 57
- Number of sells
- 43
Quarterly Holders Quick Answers
What is CUSIP 46131M106?
CUSIP 46131M106 identifies VGM - Invesco Trust for Investment Grade Municipals - Common in SEC institutional holdings data.
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Recent filing periods for CUSIP 46131M106:
Top shareholders of VGM - Invesco Trust for Investment Grade Municipals - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ |
3/4/5
13F
|
10%+ Owner · Company |
0.63%
from 13F
|
2,225
|
$55,625,000 | — | 10 Feb 2012 | |
| Karpus Management, Inc. |
13F
13D/G
|
Company |
3.8%
from 13D/G
|
3,104,734
|
$30,923,155 | — | 31 Mar 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
13D/G
|
Company |
4.8%
from 13D/G
|
2,632,775
|
$26,222,439 | — | 31 Mar 2025 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
3.7%
|
2,001,609
|
$19,936,000 | — | 31 Mar 2025 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.6%
|
1,396,874
|
$13,912,865 | — | 31 Mar 2025 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
1.9%
|
1,045,771
|
$10,415,877 | — | 31 Mar 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
1.8%
|
968,318
|
$9,819,557 | — | 31 Mar 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
1.6%
|
880,132
|
$8,766,115 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.99%
|
535,226
|
$5,330,851 | — | 31 Mar 2025 | |
| Fiera Capital Corp |
13F
|
Company |
0.96%
|
518,847
|
$5,167,716 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.95%
|
515,081
|
$5,130,211 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.85%
|
459,388
|
$4,575,504 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.81%
|
436,469
|
$4,347,242 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.68%
|
370,360
|
$3,688,786 | — | 31 Mar 2025 | |
| MACKAY SHIELDS LLC |
13F
|
Company |
0.68%
|
370,162
|
$3,686,813 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.68%
|
366,710
|
$3,652,434 | — | 31 Mar 2025 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
0.6%
|
325,638
|
$3,243,000 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.44%
|
238,477
|
$2,375,000 | — | 31 Mar 2025 | |
| GREATMARK INVESTMENT PARTNERS, INC. |
13F
|
Company |
0.43%
|
231,250
|
$2,303,250 | — | 31 Mar 2025 | |
| KENNEDY INVESTMENT GROUP |
13F
|
Company |
0.42%
|
229,135
|
$2,282,183 | — | 31 Mar 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.38%
|
208,615
|
$2,077,805 | — | 31 Mar 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.36%
|
193,768
|
$1,929,931 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.34%
|
185,821
|
$1,850,779 | — | 31 Mar 2025 | |
| Melone Private Wealth, LLC |
13F
|
Company |
0.32%
|
176,109
|
$1,754,042 | — | 31 Mar 2025 | |
| Leo Wealth, LLC |
13F
|
Company |
0.32%
|
175,758
|
$1,750,546 | — | 31 Mar 2025 | |
| Indiana Trust & Investment Management Co |
13F
|
Company |
0.32%
|
172,000
|
$1,713,120 | — | 31 Mar 2025 | |
| Gridiron Partners, LLC |
13F
|
Company |
0.28%
|
149,983
|
$1,493,831 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.26%
|
143,096
|
$1,425,236 | — | 31 Mar 2025 | |
| ROTHSCHILD INVESTMENT LLC |
13F
|
Company |
0.21%
|
113,800
|
$1,133,448 | — | 31 Mar 2025 | |
| LexAurum Advisors, LLC |
13F
|
Company |
0.21%
|
113,651
|
$1,131,960 | — | 31 Mar 2025 | |
| ABSOLUTE INVESTMENT ADVISERS, LLC |
13F
|
Company |
0.2%
|
107,994
|
$1,075,620 | — | 31 Mar 2025 | |
| Claro Advisors Inc. |
13F
|
Company |
0.19%
|
103,518
|
$1,031,041 | — | 31 Mar 2025 | |
| Dakota Wealth Management |
13F
|
Company |
0.18%
|
98,000
|
$976,080 | — | 31 Mar 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.18%
|
96,717
|
$963,301 | — | 31 Mar 2025 | |
| Cutler Capital Management, LLC |
13F
|
Company |
0.16%
|
86,117
|
$857,728 | — | 31 Mar 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.16%
|
84,821
|
$844,817 | — | 31 Mar 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.13%
|
70,968
|
$706,837 | — | 31 Mar 2025 | |
| Tyche Wealth Partners LLC |
13F
|
Company |
0.13%
|
70,598
|
$703,156 | — | 31 Mar 2025 | |
| Whipplewood Advisors, LLC |
13F
|
Company |
0.19%
|
104,427
|
$647,659 | — | 31 Mar 2025 | |
| Capital Investment Advisory Services, LLC |
13F
|
Company |
0.11%
|
61,189
|
$609,440 | — | 31 Mar 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.1%
|
56,830
|
$566,027 | — | 31 Mar 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.1%
|
51,625
|
$514,185 | — | 31 Mar 2025 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.09%
|
47,965
|
$477,731 | — | 31 Mar 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.09%
|
47,511
|
$473,000 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.09%
|
46,820
|
$466,326 | — | 31 Mar 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.08%
|
43,799
|
$436,245 | — | 31 Mar 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.07%
|
39,312
|
$391,548 | — | 31 Mar 2025 | |
| Quarry LP |
13F
|
Company |
0.07%
|
39,036
|
$388,799 | — | 31 Mar 2025 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.07%
|
37,360
|
$372,106 | — | 31 Mar 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.06%
|
32,548
|
$324,000 | — | 31 Mar 2025 |
Institutional Holders of Invesco Trust for Investment Grade Municipals - Common (VGM) as of Q2 2025
As of 30 Jun 2025,
Invesco Trust for Investment Grade Municipals - Common (VGM) was held by
115 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,005,193 shares.
The largest 10 holders included
Karpus Management, Inc., RIVERNORTH CAPITAL MANAGEMENT, LLC, ROBINSON CAPITAL MANAGEMENT, LLC, GUGGENHEIM CAPITAL LLC, SIT INVESTMENT ASSOCIATES INC, TRUIST FINANCIAL CORP, WELLS FARGO & COMPANY/MN, UBS Group AG, MORGAN STANLEY, and Fiera Capital Corp.
This page lists
115
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
108
Q2 2025 holders
115
Holder diff
7
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.