Melone Private Wealth, LLC
Position in VGM — Invesco Trust for Investment Grade Municipals
CIK 1905765
AUBURN HILLS, MI
Position in VGM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,448,621
+$742,503 QoQ
Shares Held
231,002
+33.6% QoQ
Ownership
0.426%
of shares outstanding
% of Portfolio
4.00%
of 13F equity value
Holder Rank
#16
of 102 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VGM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Melone Private Wealth, LLC holds $53,283,788 across 9 Asset Management names. VGM ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NZF |
Nuveen Municipal Credit Income Fund
|
972,837 | $12,335,573 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
862,704 | $10,128,144 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
846,287 | $8,945,253 | |
| 4 | NMCO |
Nuveen Municipal Credit Opportunities Fund
|
697,450 | $7,595,230 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
569,497 | $6,902,303 | |
| 6 | MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
|
216,071 | $2,651,191 | |
| 7 | VGM |
Invesco Trust for Investment Grade Municipals
This page
|
231,002 | $2,448,621 | |
| 8 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
126,739 | $1,622,259 |
All Filings in VGM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,448,621 | 231,002 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,706,118 | 172,859 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,026,059 | 195,377 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,946,177 | 192,310 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,784,698 | 188,061 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,754,045 | 176,109 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,760,763 | 174,333 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,812,613 | 171,649 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,941,759 | 189,071 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,842,311 | 186,847 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,830,500 | 185,086 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,556,460 | 183,113 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,758,558 | 181,108 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,781,178 | 179,193 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,780,437 | 177,158 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,636,998 | 174,893 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,816,919 | 172,547 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,885,949 | 162,302 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,255,400 | 161,446 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||