Invesco Trust for Investment Grade Municipals - VGM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,160,952 | 11,458 | 0.09% | 0.09% | 1 | -81,762 | -6.58% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 978,215 | 9,654 | 0.32% | 0.18% | 2 | +479,443 | 96.12% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 690,510 | 6,815 | 0.0% | 0.0% | 3 | -164,954 | -19.28% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 686,775 | 6,778 | 0.0% | 0.0% | 4 | +42,066 | 6.52% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 669,430 | 6,607 | 0.13% | 0.15% | 5 | -53,794 | -7.44% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 572,719 | 5,652 | 0.0% | 0.0% | 6 | -26,830 | -4.48% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 571,971 | 5,645 | 0.0% | 0.0% | 7 | +3,282 | 0.58% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 517,765 | 5,104 | 0.0% | 0.0% | 8 | +85,066 | 19.66% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 493,823 | 4,874 | 0.0% | 0.0% | 9 | +18,626 | 3.92% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 366,523 | 3,618 | 0.0% | 0.0% | 10 | +22,208 | 6.45% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Added to | 319,284 | 3,151 | 0.23% | 0.2% | 11 | +58,234 | 22.31% | Q1 2026 | May 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 313,044 | 3,090 | 0.0% | 0.0% | 12 | +1,666 | 0.54% | Q1 2026 | May 15, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 248,750 | 2,455 | 0.29% | 0.31% | 13 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 236,923 | 2,338 | 0.0% | 0.0% | 14 | -8,284 | -3.38% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 229,958 | 2,269 | 0.17% | 0.1% | 15 | +105,498 | 84.76% | Q1 2026 | May 04, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 209,167 | 2,064 | 0.08% | 0.11% | 16 | -99,376 | -32.21% | Q1 2026 | Apr 24, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 193,977 | 1,914 | 0.03% | 0.03% | 17 | -1,412 | -0.72% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 187,141 | 1,847 | 0.0% | 0.0% | 18 | +58,961 | 46.0% | Q1 2026 | May 13, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 172,859 | 1,706 | 0.7% | 0.86% | 19 | -22,518 | -11.53% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 169,229 | 1,670 | 0.0% | 0.0% | 20 | +9,550 | 5.98% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 162,832 | 1,607 | 0.02% | 0.01% | 21 | +54,317 | 50.05% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 149,384 | 1,474 | 0.0% | 0.0% | 22 | -22,397 | -13.04% | Q1 2026 | May 14, 2026 |
| Gridiron Partners, LLC | History | Reduced | 129,726 | 1,280 | 0.78% | 0.89% | 23 | -20,257 | -13.51% | Q1 2026 | Apr 13, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 122,000 | 1,204 | 0.37% | 0.5% | 24 | -41,647 | -25.45% | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | History | Reduced | 112,530 | 1,110 | 0.13% | 0.16% | 25 | -897 | -0.79% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 112,452 | 1,109 | 0.0% | 0.01% | 26 | -258,570 | -69.69% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 98,926 | 976 | 0.02% | 0.01% | 27 | +72,981 | 281.29% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | New | 89,170 | 880 | 0.0% | — | 28 | +89,170 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 86,879 | 857 | 0.0% | 0.0% | 29 | +25,396 | 41.31% | Q1 2026 | May 15, 2026 |
| Cutler Capital Management, LLC | History | No change | 86,117 | 849 | 0.23% | 0.26% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 84,821 | 837 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tyche Wealth Partners LLC | History | No change | 82,098 | 810 | 0.12% | 0.14% | 32 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 70,408 | 694 | 0.36% | 0.47% | 33 | -752 | -1.06% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 69,109 | 682 | 0.05% | 0.05% | 34 | +2,703 | 4.07% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 68,723 | 678 | 0.0% | 0.0% | 35 | +254 | 0.37% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 68,065 | 671 | 0.01% | 0.01% | 36 | +371 | 0.55% | Q1 2026 | Apr 27, 2026 |
| LexAurum Advisors, LLC | History | New | 54,940 | 542 | 0.07% | — | 37 | +54,940 | New | Q1 2026 | Apr 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 51,265 | 505 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Care LLC | History | New | 50,000 | 493 | 0.44% | — | 39 | +50,000 | New | Q1 2026 | Apr 24, 2026 |
| Burford Brothers, Inc. | History | Added to | 46,421 | 458 | 0.19% | 0.12% | 40 | +18,796 | 68.04% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 44,756 | 441 | 0.0% | 0.0% | 41 | +24,715 | 123.32% | Q1 2026 | Apr 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 42,637 | 420 | 0.06% | 0.08% | 42 | -11,846 | -21.74% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 41,701 | 411 | 0.0% | 0.0% | 43 | -51,085 | -55.06% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | New | 41,046 | 405 | 0.01% | — | 44 | +41,046 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 40,574 | 400 | 0.0% | 0.0% | 45 | -242 | -0.59% | Q1 2026 | May 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 37,360 | 368 | 0.21% | 0.22% | 46 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 37,254 | 367 | 0.0% | 0.0% | 47 | -4,194 | -10.12% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | No change | 35,600 | 351 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 30,869 | 304 | 0.05% | 0.05% | 49 | +166 | 0.54% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 30,404 | 300 | 0.02% | 0.01% | 50 | +13,239 | 77.13% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | No change | 29,606 | 292 | 0.0% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 29,054 | 286 | 0.0% | 0.0% | 52 | +3,347 | 13.02% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 24,439 | 241 | 0.0% | 0.0% | 53 | -1,900 | -7.21% | Q1 2026 | May 07, 2026 |
| Carroll Advisory Group, LLC | History | No change | 22,645 | 223 | 0.09% | 0.1% | 54 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 22,500 | 222 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Kercheville Advisors, LLC | History | Added to | 22,143 | 218 | 0.07% | 0.06% | 56 | +31 | 0.14% | Q1 2026 | Apr 20, 2026 |
| Virtu Financial LLC | History | Added to | 21,485 | 212 | 0.01% | 0.01% | 57 | +5,842 | 37.35% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,361 | 200 | 0.0% | — | 58 | +20,361 | New | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | No change | 18,694 | 184 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Added to | 17,974 | 177 | 0.01% | 0.01% | 60 | +1,178 | 7.01% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 16,993 | 167 | 0.0% | 0.0% | 61 | +319 | 1.91% | Q1 2026 | May 15, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 15,737 | 155 | 0.02% | 0.03% | 62 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 15,419 | 152 | 0.0% | 0.0% | 63 | -2,622 | -14.53% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,345 | 151 | 0.0% | 0.0% | 64 | -4,151 | -21.29% | Q1 2026 | Apr 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 15,100 | 149 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 15,000 | 148 | 0.0% | 0.0% | 66 | +5,000 | 50.0% | Q1 2026 | May 01, 2026 |
| Fisher Asset Management, LLC | History | New | 14,352 | 141 | 0.0% | — | 67 | +14,352 | New | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 14,150 | 139 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Advisors, LLC | History | No change | 13,795 | 136 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Apella Capital, LLC | History | New | 13,000 | 134 | 0.0% | — | 71 | +13,000 | New | Q1 2026 | Apr 20, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 13,663 | 134 | 0.14% | 0.09% | 70 | -1,000 | -6.82% | Q1 2026 | May 11, 2026 |
| Zullo Investment Group, Inc. | History | No change | 13,500 | 133 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,326 | 121 | 0.0% | 0.0% | 73 | +1,150 | 10.29% | Q1 2026 | Apr 20, 2026 |
| Quadcap Wealth Management, LLC | History | New | 12,257 | 120 | 0.01% | — | 74 | +12,257 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,929 | 118 | 0.0% | 0.0% | 75 | +237 | 2.03% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | New | 11,000 | 109 | 0.0% | — | 77 | +11,000 | New | Q1 2026 | Apr 21, 2026 |
| Catalina Capital Group, LLC | History | No change | 11,104 | 109 | 0.06% | 0.07% | 76 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | New | 11,010 | 108 | 0.0% | — | 79 | +11,010 | New | Q1 2026 | May 15, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 10,948 | 108 | 0.05% | 0.05% | 78 | +69 | 0.63% | Q1 2026 | Apr 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 10,883 | 107 | 0.0% | 0.0% | 80 | -1,000 | -8.42% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 10,690 | 105 | 0.0% | 0.0% | 81 | +5,002 | 87.94% | Q1 2026 | May 14, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 10,619 | 104 | 0.04% | 0.04% | 82 | +200 | 1.92% | Q1 2026 | Apr 22, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 9,991 | 98 | 0.03% | — | 83 | +9,991 | New | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,240 | 81 | 0.0% | — | 84 | +8,240 | New | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Added to | 69,150 | 75 | 0.0% | 0.0% | 85 | +10,435 | 17.77% | Q1 2026 | May 15, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 7,000 | 69 | 0.04% | 0.05% | 86 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | No change | 6,227 | 61 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 5,370 | 55 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 4,907 | 48 | 0.0% | 0.0% | 89 | +4,707 | 2353.5% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,500 | 44 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 4,215 | 41 | 0.0% | — | 91 | +4,215 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,635 | 35 | 0.0% | 0.0% | 92 | -51 | -1.38% | Q1 2026 | Apr 13, 2026 |
| High Note Wealth, LLC | History | Reduced | 2,577 | 25 | 0.0% | 0.01% | 93 | -33 | -1.26% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | No change | 2,186 | 21 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | No change | 2,041 | 20 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,915 | 18 | 0.0% | — | 96 | +1,915 | New | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,394 | 14 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | New | 1,378 | 13 | 0.0% | — | 98 | +1,378 | New | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,083 | 10 | 0.0% | 0.0% | 99 | -113 | -9.45% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,000 | 9 | 0.0% | — | 101 | +1,000 | New | Q1 2026 | May 05, 2026 |
| CITY HOLDING CO | History | No change | 1,000 | 9 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 800 | 7 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 585 | 5 | 0.0% | — | 105 | +585 | New | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 570 | 5 | 0.0% | 0.0% | 104 | -430 | -43.0% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | No change | 542 | 5 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | New | 375 | 3 | 0.0% | — | 109 | +375 | New | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | Added to | 403 | 3 | 0.0% | 0.0% | 107 | +3 | 0.75% | Q1 2026 | Apr 29, 2026 |
| Mascoma Wealth Management LLC | History | No change | 320 | 3 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 381 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 292 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 4.95% | — | -1,168,261 | -100.0% | Q1 2026 | May 11, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -364,777 | -100.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140,277 | -100.0% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -22,802 | -100.0% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,953 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,900 | -100.0% | Q1 2026 | May 08, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,500 | -100.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -809 | -100.0% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |