Prospera Financial Services Inc

Position in VGM — Invesco Trust for Investment Grade Municipals

CIK 1541625 Dallas, TX

Position in VGM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$313,823

+$21,612 QoQ

Shares Held

29,606

0.0% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#50

of 102 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prospera Financial Services Inc holds $135,113,428 across 81 Asset Management names. VGM ranks #48 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	249,715	$29,383,964
2	PSLV	Sprott Physical Silver Trust	1,340,709	$25,299,178
3	PHYS	Sprott Physical Gold Trust	472,542	$14,256,592
4	BLK	BlackRock, Inc.	10,338	$9,940,607
5	NUV	Nuveen Municipal Value Fund Inc	476,073	$4,389,393
6	NXP	Nuveen Select Tax Free Income Portfolio	209,878	$3,003,354
7	ARCC	Ares Capital Corp	152,696	$2,829,456
8	GDV	Gabelli Dividend & Income Trust	88,163	$2,591,992

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,823	29,606	0.0%	Shares	Sole	2026-07-15
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 filing history on record for this holder in this stock.