WMG Financial Advisors, LLC
Position in VGM — Invesco Trust for Investment Grade Municipals
CIK 1906711
Knoxville, TN
Position in VGM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$116,048
+$7,992 QoQ
Shares Held
10,948
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#77
of 102 holders
Holding Since
Jun 2025
5 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, 2026WMG Financial Advisors, LLC holds $180,612 across 2 Asset Management names. VGM ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VGM |
Invesco Trust for Investment Grade Municipals
This page
|
10,948 | $116,048 | |
| 2 | PSEC |
Prospect Capital Corp
|
27,950 | $64,564 |
All Filings in VGM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,048 | 10,948 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $108,056 | 10,948 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $112,815 | 10,879 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $108,041 | 10,676 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $104,057 | 10,965 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||