7 institutions reported holding $14.2M of INVESCO TR INVT GRADE MUNS (VGM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($13.2M), Worth Asset Management, LLC ($530,053), Dynamic Advisor Solutions LLC ($148,930), Apella Capital, LLC ($138,190), Clark Asset Management, LLC ($123,310). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $13.2M | 1.2M | Added |
| 2 | Worth Asset Management, LLC | $530,053 | 50,005 | New |
| 3 | Dynamic Advisor Solutions LLC | $148,930 | 14,050 | Trimmed |
| 4 | Apella Capital, LLC | $138,190 | 13,000 | Hold |
| 5 | Clark Asset Management, LLC | $123,310 | 11,633 | New |
| 6 | EASTERN BANK | $23,172 | 2,186 | Hold |
| 7 | CoreCap Advisors, LLC | $3,095 | 292 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30