Institute for Wealth Management, LLC.

CIK

1533954

City

DENVER

State / Country

CO

Stock

VGM — Invesco Trust for Investment Grade Municipals

Top Portfolio Positions

362 positions · $671,492,027 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	741,338	$129,289,347	19.25%
AAPL	Apple Inc. Technology	119,375	$30,296,181	4.51%
QQQ	Invesco Qqq Trust, Series 1	39,873	$23,013,898	3.43%
MSFT	Microsoft Corp Technology	48,978	$18,130,186	2.70%
AMZN	Amazon Com Inc Consumer Cyclical	86,198	$17,952,457	2.67%
GOOGL	Alphabet Inc. Communication Services	56,591	$16,273,307	2.42%
LRCX	Lam Research Corp Technology	72,385	$15,465,779	2.30%
META	Meta Platforms, Inc. Communication Services	19,826	$11,343,049	1.69%
TSLA	Tesla, Inc. Consumer Cyclical	27,878	$10,363,646	1.54%
AXON	Axon Enterprise, Inc. Industrials	20,451	$8,685,335	1.29%

Portfolio Trend

25 quarters · across all stocks

Holdings in VGM

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$149,037	15,100	0.0%	Shares	Sole	2026-05-14
2025-12-31	$156,587	15,100	0.0%	Shares	Sole	2026-01-27
2025-09-30	$152,812	15,100	0.0%	Shares	Sole	2025-10-17
2025-06-30	$143,299	15,100	0.0%	Shares	Sole	2025-07-18
2025-03-31	$150,396	15,100	0.0%	Shares	Sole	2025-04-21
2024-12-31	$152,510	15,100	0.0%	Shares	Sole	2025-01-23
2024-09-30	$159,456	15,100	0.0%	Shares	Sole	2024-11-12
2024-06-30	$155,077	15,100	0.0%	Shares	Sole	2024-07-25
2024-03-31	$148,886	15,100	0.0%	Shares	Sole	2024-04-30
2023-12-31	$149,339	15,100	0.0%	Shares	Sole	2024-01-31
2023-09-30	$128,350	15,100	0.0%	Shares	Sole	2023-10-13
2023-06-30	$146,621	15,100	—	Shares	Sole	2023-07-25
No 13F history on record for this holder in this stock.