VGM · Invesco Trust for Investment Grade Municipals

$10.39 +0.00 (+0.00%) At close · Aug 28

Market Cap

$563.47M

54.23M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 102

Total Value: $128,381,126

Total Shares: 12,111,432

Showing 1–100 of 102 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 102 13F filers · Δ vs Mar 31, 2026

Top Holder

10.3%

+0.4 pts

Top 5

36.4%

+0.8 pts

Top 10

58.5%

+1.4 pts

HHI

440

Broadly held+24

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -8

Institutional value: +10.6%

Shares held: +2.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Hennion & Walsh Asset Management, Inc.	+269,066	1,247,281
Mega AMERIPRISE FINANCIAL INC	+250,346	768,111
Small N.E.W. Advisory Services LLC	+143,863	373,821
Large NewEdge Advisors, LLC	+67,714	136,864
Large Fiera Capital Corp	+65,471	154,641

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Micro Gridiron Partners, LLC	−102,697	27,029
Large GUGGENHEIM CAPITAL LLC	−99,338	1,061,614
Mid SIT INVESTMENT ASSOCIATES INC	−65,822	603,608
Mega LPL Financial LLC	−64,760	625,750
Mid Private Advisor Group, LLC	−20,350	48,373

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Micro Regatta Research & Money Management	113,376	$1,201,775
Micro Worth Asset Management, LLC	50,005	$530,053
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	11,949	$126,659
Mid XTX Topco Ltd	11,755	$124,603
Small Clark Asset Management, LLC	11,633	$123,309

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Leo Wealth, LLC	319,284	$3,151,333
Small MACKAY SHIELDS LLC	209,167	$2,064,477
Small CALTON & ASSOCIATES, INC.	42,637	$420,827
Mega Invesco Ltd.	41,701	$411,588
Mid Virtu Financial LLC	21,485	$212,056

Filter: New 9 Increased 39 Reduced 20 Sold out 17 Unchanged 34

Showing 100 of 102

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Hennion & Walsh Asset Management, Inc.

$13,221,178

10.30%

1,247,281

GUGGENHEIM CAPITAL LLC

$11,253,108

8.77%

1,061,614

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	1,061,614	$11,253,108	100.0%	Defined

AMERIPRISE FINANCIAL INC

$8,141,976

6.34%

768,111

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	768,111	$8,141,976	100.0%	Defined

MORGAN STANLEY

$7,473,179

5.82%

705,017

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	705,017	$7,473,179	100.0%	Defined

LPL Financial LLC

$6,632,950

5.17%

625,750

WELLS FARGO & COMPANY/MN

$6,549,358

5.10%

617,864

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	301,957	$3,200,744	48.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	315,907	$3,348,614	51.1%	Defined

SIT INVESTMENT ASSOCIATES INC

$6,398,244

4.98%

603,608

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	603,608	$6,398,244	100.0%	Sole

UBS Group AG

$6,015,468

4.69%

567,497

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	567,497	$6,015,468	100.0%	Defined

BANK OF AMERICA CORP /DE/

$5,319,673

4.14%

501,856

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	501,856	$5,319,673	100.0%	Defined

ROYAL BANK OF CANADA

$4,058,347

3.16%

382,863

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	381,362	$4,042,437	99.6%	Defined
RBC Rochdale, LLC	1,501	$15,910	0.4%	Defined

N.E.W. Advisory Services LLC

$3,962,502

3.09%

373,821

VAN ECK ASSOCIATES CORP

$3,763,667

2.93%

355,063

Cetera Investment Advisers

$2,642,760

2.06%

249,317

GREATMARK INVESTMENT PARTNERS, INC.

$2,636,750

2.05%

248,750

STIFEL FINANCIAL CORP

$2,529,170

1.97%

238,601

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	237,684	$2,519,450	99.6%	Defined
EquityCompass Investment Management	917	$9,720	0.4%	Defined

Melone Private Wealth, LLC

$2,448,621

1.91%

231,002

COMMONWEALTH EQUITY SERVICES, LLC

$2,178,851

1.70%

205,552

Advisors Asset Management, Inc.

$2,059,876

1.60%

194,328

RAYMOND JAMES FINANCIAL INC

$1,808,560

1.41%

170,619

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	109,781	$1,163,678	64.3%	Defined
Raymond James Financial Services Advisors, Inc.	60,838	$644,882	35.7%	Defined

Stratos Wealth Partners, LTD.

$1,782,305

1.39%

168,142

Fiera Capital Corp

$1,639,194

1.28%

154,641

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	154,641	$1,639,194	100.0%	Other

NewEdge Advisors, LLC

$1,450,758

1.13%

136,864

Indiana Trust & Investment Management Co

$1,293,200

1.01%

122,000

Regatta Research & Money Management

$1,201,775

0.94%

113,376

Claro Advisors Inc.

$1,059,713

0.83%

99,973

HARBOUR INVESTMENTS, INC.

$1,052,050

0.82%

99,250

OSAIC HOLDINGS, INC.

$1,031,125

0.80%

97,276

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	86,172	$913,423	88.6%	Defined
CW Advisors, LLC	11,104	$117,702	11.4%	Sole

TRUIST FINANCIAL CORP

$1,018,702

0.79%

96,104

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	96,104	$1,018,702	100.0%	Defined

Cutler Capital Management, LLC

$912,840

0.71%

86,117

PNC FINANCIAL SERVICES GROUP, INC.

$899,101

0.70%

84,821

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	84,821	$899,101	100.0%	Defined

Tyche Wealth Partners LLC

$833,668

0.65%

78,648

Whipplewood Advisors, LLC

$736,498

0.57%

69,481

Summit Trail Advisors, LLC

$711,154

0.55%

67,090

Capital Investment Advisory Services, LLC

$696,822

0.54%

65,738

World Investment Advisors

$643,685

0.50%

60,725

Baird Financial Group, Inc.

$595,719

0.46%

56,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	5,189	$55,003	9.2%	Defined
BAIRD TRUST Co	51,011	$540,716	90.8%	Defined

LexAurum Advisors, LLC

$593,345

0.46%

55,976

Worth Asset Management, LLC

$530,053

0.41%

50,005

Wealth Care LLC

$530,000

0.41%

50,000

Private Advisor Group, LLC

$512,753

0.40%

48,373

Burford Brothers, Inc.

$492,062

0.38%

46,421

Kestra Advisory Services, LLC

$476,798

0.37%

44,981

Wealth Alliance Advisory Group, LLC

$475,844

0.37%

44,891

MERCER GLOBAL ADVISORS INC /ADV

$444,150

0.35%

41,901

MELFA WEALTH MANAGEMENT, INC.

$396,016

0.31%

37,360

Focus Partners Wealth

$383,179

0.30%

36,149

Cornerstone Wealth Management, LLC

$352,322

0.27%

33,238

Sovereign Financial Group, Inc.

$327,455

0.26%

30,892

Rockefeller Capital Management L.P.

$314,861

0.25%

29,704

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	1,178	$12,486	4.0%	Defined
ROCKEFELLER FINANCIAL LLC	28,526	$302,375	96.0%	Defined

Prospera Financial Services Inc

$313,823

0.24%

29,606

&PARTNERS

$309,604

0.24%

29,208

Gridiron Partners, LLC

$286,507

0.22%

27,029

JANE STREET GROUP, LLC

$279,712

0.22%

26,388

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	3,410	$36,146	12.9%	Defined
Jane Street Global Trading, LLC	22,978	$243,566	87.1%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$261,523

0.20%

24,672

Carroll Advisory Group, LLC

$247,287

0.19%

23,329

WealthBridge Capital Management, LLC

$238,500

0.19%

22,500

Kercheville Advisors, LLC

$235,044

0.18%

22,174

Nuveen, LLC

$198,156

0.15%

18,694

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	18,694	$198,156	100.0%	Defined

Compound Planning, Inc.

$194,520

0.15%

18,351

AlphaCore Capital LLC

$183,517

0.14%

17,313

Janney Montgomery Scott LLC

$163,547

0.13%

15,429

Institute for Wealth Management, LLC.

$160,060

0.12%

15,100

Wealthspire Advisors, LLC

$159,000

0.12%

15,000

Dynamic Advisor Solutions LLC

$148,930

0.12%

14,050

Concurrent Investment Advisors, LLC

$146,555

0.11%

13,826

Capital Investment Advisors, LLC

$146,227

0.11%

13,795

Closed-End Fund Advisors, Inc.

$144,827

0.11%

13,663

Zullo Investment Group, Inc.

$143,100

0.11%

13,500

Apella Capital, LLC

$137,800

0.11%

13,000

Quadcap Wealth Management, LLC

$132,372

0.10%

12,488

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$126,659

0.10%

11,949

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	11,949	$126,659	100.0%	Other

XTX Topco Ltd

$124,603

0.10%

11,755

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	11,755	$124,603	100.0%	Defined

Clark Asset Management, LLC

$123,309

0.10%

11,633

Cambridge Investment Research Advisors, Inc.

$121,539

0.09%

11,466

Integrated Wealth Concepts LLC

$116,706

0.09%

11,010

WEDBUSH SECURITIES INC

$116,600

0.09%

11,000

WMG Financial Advisors, LLC

$116,048

0.09%

10,948

KEYBANK NATIONAL ASSOCIATION/OH

$115,359

0.09%

10,883

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	10,883	$115,359	100.0%	Defined

Leading Edge Financial Planning LLC

$108,151

0.08%

10,203

GILL CAPITAL PARTNERS, LLC

$105,904

0.08%

9,991

Mountain Hill Investment Partners Corp.

$74,200

0.06%

7,000

NBC SECURITIES, INC.

$66,006

0.05%

6,227

FIFTH THIRD BANCORP

$56,922

0.04%

5,370

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	5,370	$56,922	100.0%	Defined

Penserra Capital Management LLC

$43,820

0.03%

4,134

IFP Advisors, Inc

$31,895

0.02%

3,009

Aberdeen Wealth Management LLC

$30,210

0.02%

2,850

IFG Advisory, LLC

$29,521

0.02%

2,785

High Note Wealth, LLC

$26,118

0.02%

2,464

EASTERN BANK

$23,171

0.02%

2,186

US BANCORP \DE\

$21,634

0.02%

2,041

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	2,041	$21,634	100.0%	Defined

PRIVATE TRUST CO NA

$20,299

0.02%

1,915

CITY HOLDING CO

$10,600

0.01%

1,000

Cullen/Frost Bankers, Inc.

$10,600

0.01%

1,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Frost Bank - FWA	1,000	$10,600	100.0%	Defined

Essential Investment Partners LLC

$10,600

0.01%

1,000

ROTHSCHILD INVESTMENT LLC

$8,480

0.01%

800

Allworth Financial LP

$7,335

0.01%

692

HIGHLINE WEALTH PARTNERS LLC

$6,042

0.00%

570

ACTION POINT FINANCIAL PLANNING, LLC

$4,091

0.00%

386

Smartleaf Asset Management LLC

$4,038

0.00%

381

Mascoma Wealth Management LLC

$3,392

0.00%

320

Key facts CIK 880892 CUSIP 46131M106 13F (30d) 67 filings 57 filers Visit website Investor relations