Dynamic Advisor Solutions LLC

CIK

1599747

City

PHOENIX

State / Country

AZ

Stock

VGM — Invesco Trust for Investment Grade Municipals

Top Portfolio Positions

425 positions · $1,297,620,357 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	401,291	$101,843,642	7.85%
NVDA	Nvidia Corp Technology	318,684	$55,578,489	4.28%
MSFT	Microsoft Corp Technology	131,358	$48,624,790	3.75%
AMZN	Amazon Com Inc Consumer Cyclical	178,043	$37,081,015	2.86%
QQQ	Invesco Qqq Trust, Series 1	61,706	$35,615,469	2.74%
GOOGL	Alphabet Inc. Communication Services	119,341	$34,317,697	2.64%
TSLA	Tesla, Inc. Consumer Cyclical	85,477	$31,776,074	2.45%
AVGO	Broadcom Inc. Technology	93,903	$29,063,917	2.24%
JPM	Jpmorgan Chase & Co Financial Services	81,031	$23,836,078	1.84%
META	Meta Platforms, Inc. Communication Services	40,829	$23,359,495	1.80%

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	$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 13F history on record for this holder in this stock.