VGM — Invesco Tr Invt Grade Muns Institutional Holders · Q3 2026
Who owns Invesco Tr Invt Grade Muns (VGM)? 6 institutions reported holding $623,756 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Worth Asset Management, LLC ($268,230), Gridiron Partners, LLC ($233,801), Private Client Services, LLC ($100,290).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Worth Asset Management, LLC | $268,230 | 31,009 | Trimmed |
| 2 | Gridiron Partners, LLC | $233,801 | 27,029 | Hold |
| 3 | PRIVATE CLIENT SERVICES, LLC | $100,290 | 11,594 | New |
| 4 | EASTERN BANK | $18,909 | 2,186 | Hold |
| 5 | CoreCap Advisors, LLC | $2,526 | 292 | Hold |
| 6 | Apella Capital, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30