Prospera Financial Services Inc

CIK

1541625

City

Dallas

State / Country

TX

Stock

VGM — Invesco Trust for Investment Grade Municipals

Top Portfolio Positions

784 positions · $3,720,034,321 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	858,322	$217,833,540	5.86%
NVDA	Nvidia Corp Technology	1,120,171	$195,357,822	5.25%
MSFT	Microsoft Corp Technology	292,123	$108,135,170	2.91%
AMZN	Amazon Com Inc Consumer Cyclical	453,861	$94,525,630	2.54%
GOOGL	Alphabet Inc. Communication Services	286,101	$82,271,203	2.21%
QQQ	Invesco Qqq Trust, Series 1	139,784	$80,680,529	2.17%
XOM	Exxon Mobil Corp Energy	413,557	$70,164,080	1.89%
JPM	Jpmorgan Chase & Co Financial Services	232,028	$68,253,356	1.83%
HON	Honeywell International Inc Industrials	301,881	$68,234,162	1.83%
CAT	Caterpillar Inc Industrials	95,444	$67,618,256	1.82%

Portfolio Trend

25 quarters · across all stocks

Holdings in VGM

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$292,211	29,606	0.0%	Shares	Sole	2026-04-14
2025-12-31	$307,014	29,606	0.0%	Shares	Sole	2026-02-09
2025-09-30	$299,612	29,606	+4.4%	Shares	Sole	2025-11-06
2025-06-30	$269,098	28,356	+81.7%	Shares	Sole	2025-08-06
2025-03-31	$155,435	15,606	+27.3%	Shares	Sole	2025-05-15
2022-12-31	$123,202	12,259	-35.0%	Shares	Sole	2023-02-08
2022-03-31	$219,141	18,859	+24.4%	Shares	Sole	2022-05-04
2021-06-30	$212,529	15,159	0.0%	Shares	Sole	2021-08-16
2021-03-31	$204,343	15,159	+7.5%	Shares	Sole	2021-05-06
2020-12-31	$186,340	14,106	0.0%	Shares	Sole	2021-02-12
2020-09-30	$175,196	14,106	-0.0%	Shares	Sole	2020-11-04
2020-06-30	$169,848	14,107	+21.5%	Shares	Sole	2020-08-10
2020-03-31	$140,328	11,607	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.