Quadcap Wealth Management, LLC
Position in VGM — Invesco Trust for Investment Grade Municipals
CIK 2009674
Frisco, TX
Position in VGM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$132,372
+$11,396 QoQ
Shares Held
12,488
+1.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#70
of 102 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VGM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Quadcap Wealth Management, LLC holds $1,686,554 across 7 Asset Management names. VGM ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
14,212 | $605,289 | |
| 2 | BX |
Blackstone Inc.
|
2,340 | $275,347 | |
| 3 | BKT |
Blackrock Income Trust, Inc.
|
22,681 | $243,140 | |
| 4 | WIA |
Western Asset Inflation-Linked Income Fund
|
27,245 | $221,501 | |
| 5 | VGM |
Invesco Trust for Investment Grade Municipals
This page
|
12,488 | $132,372 | |
| 6 | JFR |
Nuveen Floating Rate Income Fund
|
16,954 | $130,037 | |
| 7 | INV |
Innventure, Inc.
|
15,556 | $78,868 |
All Filings in VGM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,372 | 12,488 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $120,976 | 12,257 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||