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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | History | No change | 1,247,281 | 13,221 | 0.38% | 0.38% | 1 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,061,614 | 11,253 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 768,111 | 8,141 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 705,017 | 7,473 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 625,750 | 6,632 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 617,864 | 6,549 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 603,608 | 6,398 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 567,497 | 6,015 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 501,856 | 5,319 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 382,863 | 4,058 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 373,821 | 3,962 | 0.26% | 0.26% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 355,063 | 3,763 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 249,317 | 2,642 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 248,750 | 2,636 | 0.29% | 0.29% | 14 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 238,601 | 2,529 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Melone Private Wealth, LLC | History | No change | 231,002 | 2,448 | 0.93% | 0.93% | 16 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 205,552 | 2,178 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisors Asset Management, Inc. | History | No change | 194,328 | 2,059 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 170,619 | 1,808 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 168,142 | 1,782 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fiera Capital Corp | History | No change | 154,641 | 1,639 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 136,864 | 1,450 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 122,000 | 1,293 | 0.35% | 0.35% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Regatta Research & Money Management | History | No change | 113,376 | 1,201 | 1.14% | 1.14% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Claro Advisors Inc. | History | No change | 99,973 | 1,059 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 99,250 | 1,052 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 97,276 | 1,031 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 96,104 | 1,018 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cutler Capital Management, LLC | History | No change | 86,117 | 912 | 0.24% | 0.24% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 84,821 | 899 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tyche Wealth Partners LLC | History | No change | 78,648 | 833 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Whipplewood Advisors, LLC | History | No change | 69,481 | 736 | 0.5% | 0.5% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Trail Advisors, LLC | History | No change | 67,090 | 711 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 65,738 | 696 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| World Investment Advisors | History | No change | 60,725 | 599 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 56,200 | 595 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LexAurum Advisors, LLC | History | No change | 55,976 | 593 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Worth Asset Management, LLC | History | No change | 50,005 | 530 | 0.17% | 0.17% | 38 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealth Care LLC | History | No change | 50,000 | 530 | 0.43% | 0.43% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 48,373 | 512 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Burford Brothers, Inc. | History | No change | 46,421 | 492 | 0.18% | 0.18% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 44,981 | 476 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 44,891 | 475 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 41,901 | 444 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 37,360 | 396 | 0.21% | 0.21% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 36,149 | 383 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 33,238 | 352 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 30,892 | 327 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 29,704 | 314 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 29,606 | 313 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 29,208 | 309 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gridiron Partners, LLC | History | No change | 27,029 | 286 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,388 | 279 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 24,672 | 261 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carroll Advisory Group, LLC | History | No change | 23,329 | 247 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 22,500 | 238 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kercheville Advisors, LLC | History | No change | 22,174 | 235 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | No change | 18,694 | 198 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 18,351 | 194 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 17,313 | 183 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 15,429 | 164 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 15,100 | 160 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 15,000 | 159 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 14,050 | 148 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Investment Advisors, LLC | History | No change | 13,795 | 146 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 13,826 | 146 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 13,663 | 144 | 0.14% | 0.14% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Zullo Investment Group, Inc. | History | No change | 13,500 | 143 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Apella Capital, LLC | History | No change | 13,000 | 138 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 12,488 | 132 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,949 | 126 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 11,755 | 124 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 11,633 | 123 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 11,466 | 122 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,000 | 117 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,010 | 116 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WMG Financial Advisors, LLC | History | No change | 10,948 | 116 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 10,883 | 115 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 10,203 | 108 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 9,991 | 105 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 11,594 | 100 | 0.03% | — | 81 | +11,594 | New | Q3 2026 | Oct 02, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 7,000 | 74 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 6,227 | 66 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,370 | 56 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Penserra Capital Management LLC | History | No change | 4,134 | 43 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 3,009 | 31 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 2,850 | 30 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 2,785 | 29 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Note Wealth, LLC | History | No change | 2,464 | 26 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 2,041 | 21 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,915 | 20 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EASTERN BANK | History | No change | 2,186 | 18 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,000 | 10 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITY HOLDING CO | History | No change | 1,000 | 10 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ancora Advisors LLC | History | No change | 982 | 10 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Investment Partners LLC | History | No change | 1,000 | 10 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 800 | 8 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 692 | 7 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 570 | 6 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 381 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 386 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 320 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 292 | 3 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CVA Family Office, LLC | History | No change | 206 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |