Dynamic Advisor Solutions LLC

Position in VGM — Invesco Trust for Investment Grade Municipals

CIK 1599747 PHOENIX, AZ

Position in VGM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$148,930

+$9,270 QoQ

Shares Held

14,050

-0.7% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#64

of 102 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $40,498,272 across 42 Asset Management names. VGM ranks #38 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	6,498	$6,248,216
2	ARES	Ares Management Corp	53,717	$5,979,239
3	PTY	Pimco Corporate & Income Opportunity Fund	382,350	$4,599,670
4	BHK	Blackrock Core Bond Trust	479,508	$4,397,088
5	NTRS	Northern Trust Corp	13,867	$2,410,639
6	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	66,356	$1,236,875
7	GOF	Guggenheim Strategic Opportunities Fund	108,583	$1,185,726
8	BPRE	Bluerock Private Real Estate Fund	90,672	$1,179,642

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$148,930	14,050	-0.7%	Shares	Sole	2026-07-07
2026-03-31	$139,660	14,150	0.0%	Shares	Sole	2026-04-08
2025-12-31	$146,735	14,150	-0.7%	Shares	Sole	2026-01-09
2025-09-30	$144,210	14,250	0.0%	Shares	Sole	2025-10-09
2025-06-30	$135,232	14,250	+4.4%	Shares	Sole	2025-07-09
2025-03-31	$135,954	13,650	+7.1%	Shares	Sole	2025-04-17
2024-12-31	$128,775	12,750	-1.5%	Shares	Sole	2025-01-21
2024-09-30	$136,752	12,950	+16.1%	Shares	Sole	2024-10-07
2024-06-30	$114,510	11,150	0.0%	Shares	Sole	2024-07-15
2024-03-31	$109,939	11,150	-3.5%	Shares	Sole	2024-04-12
2023-12-31	$114,229	11,550	0.0%	Shares	Sole	2024-01-10
2023-09-30	$98,175	11,550	+4.1%	Shares	Sole	2023-10-11
2023-06-30	$107,781	11,100	+1.4%	Shares	Sole	2023-08-03
2023-03-31	$108,843	10,950	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.