Carroll Advisory Group, LLC
Position in VGM — Invesco Trust for Investment Grade Municipals
CIK 2108684
TEXARKANA, TX
Position in VGM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$247,287
+$23,781 QoQ
Shares Held
23,329
+3.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#55
of 102 holders
Holding Since
Dec 2025
3 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, 2026Carroll Advisory Group, LLC holds $247,287 across 1 Asset Management name. VGM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VGM |
Invesco Trust for Investment Grade Municipals
This page
|
23,329 | $247,287 |
All Filings in VGM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,287 | 23,329 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $223,506 | 22,645 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $234,828 | 22,645 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||