Stratos Wealth Partners, LTD.

Position in VGM — Invesco Trust for Investment Grade Municipals

CIK 1612865 BEACHWOOD, OH

Position in VGM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,782,305

+$175,154 QoQ

Shares Held

168,142

+3.3% QoQ

Ownership

0.310%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#20

of 102 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stratos Wealth Partners, LTD. holds $133,174,917 across 120 Asset Management names. VGM ranks #13 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	1,788,705	$23,271,052
2	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	433,686	$12,004,428
3	CSQ	Calamos Strategic Total Return Fund	527,617	$10,847,805
4	BX	Blackstone Inc.	64,513	$7,591,244
5	PHYS	Sprott Physical Gold Trust	167,225	$5,045,178
6	BLK	BlackRock, Inc.	4,406	$4,236,633
7	ARES	Ares Management Corp	37,069	$4,126,150
8	JPC	Nuveen Preferred & Income Opportunities Fund	476,950	$3,758,366

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,782,305	168,142	+3.3%	Shares	Sole	2026-08-11
2026-03-31	$1,607,151	162,832	+50.1%	Shares	Sole	2026-04-28
2025-12-31	$1,125,300	108,515	0.0%	Shares	Sole	2026-01-20
2025-09-30	$1,098,171	108,515	+6.0%	Shares	Sole	2025-11-06
2025-06-30	$971,776	102,400	+5.9%	Shares	Sole	2025-07-29
2025-03-31	$963,301	96,717	-1.6%	Shares	Sole	2025-04-30
2024-12-31	$992,587	98,276	+0.3%	Shares	Sole	2025-01-27
2024-09-30	$1,034,858	97,998	-0.2%	Shares	Sole	2024-10-17
2024-06-30	$1,008,493	98,198	+3.4%	Shares	Sole	2024-07-24
2024-03-31	$936,374	94,967	-1.1%	Shares	Sole	2024-04-16
2023-12-31	$950,102	96,067	—	Shares	Sole	2024-01-24
No filing history on record for this holder in this stock.