Zullo Investment Group, Inc.

Position in VGM — Invesco Trust for Investment Grade Municipals

CIK 1909760 SCRANTON, PA

Position in VGM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$143,100

+$9,855 QoQ

Shares Held

13,500

0.0% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#68

of 102 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Zullo Investment Group, Inc. holds $1,886,361 across 3 Asset Management names. VGM ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTY	Pimco Corporate & Income Opportunity Fund	119,172	$1,433,639
2	BLK	BlackRock, Inc.	322	$309,622
3	VGM	Invesco Trust for Investment Grade Municipals This page	13,500	$143,100

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,100	13,500	0.0%	Shares	Sole	2026-07-31
2026-03-31	$133,245	13,500	0.0%	Shares	Sole	2026-04-15
2025-12-31	$139,995	13,500	0.0%	Shares	Sole	2026-01-26
2025-09-30	$136,620	13,500	0.0%	Shares	Sole	2025-10-23
2025-06-30	$128,115	13,500	0.0%	Shares	Sole	2025-07-24
2025-03-31	$134,460	13,500	0.0%	Shares	Sole	2025-05-01
2024-12-31	$136,350	13,500	0.0%	Shares	Sole	2025-02-03
2024-09-30	$142,560	13,500	0.0%	Shares	Sole	2024-10-15
2024-06-30	$138,645	13,500	0.0%	Shares	Sole	2024-08-13
2024-03-31	$133,110	13,500	0.0%	Shares	Sole	2024-04-24
2023-12-31	$133,515	13,500	0.0%	Shares	Sole	2024-01-19
2023-09-30	$114,750	13,500	0.0%	Shares	Sole	2023-10-19
2023-06-30	$131,085	13,500	0.0%	Shares	Sole	2023-07-19
2023-03-31	$134,190	13,500	0.0%	Shares	Sole	2023-04-25
2022-12-31	$135,675	13,500	0.0%	Shares	Sole	2023-02-14
2022-09-30	$126,360	13,500	0.0%	Shares	Sole	2022-11-08
2022-06-30	$142,155	13,500	0.0%	Shares	Sole	2022-08-11
2022-03-31	$156,870	13,500	0.0%	Shares	Sole	2022-05-16
2021-12-31	$188,595	13,500	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.