Invesco Trust for InvestmenVGM
13F holders, Q4 2025 (December 31)102holders −6
7new positions
15sold out
$10.37avg. 13F price*
At the end of Q4 2025, 102 institutions reported holding Invesco Trust for Investmen (VGM) in their 13F filings, down 6 from Q3 2025. 7 opened new positions and 15 sold out. The largest holders were Guggenheim Capital LLC ($12.9M), Robinson Capital Management, LLC ($12.1M) and LPL Financial LLC ($8.9M).
- Company
- Invesco Trust for Investmen
- CUSIP
- 46131M106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $682K |
| Exits | 15 | $8.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,182,082 shares bought and 3,804,143 shares sold, net −2,622,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Guggenheim Capital LLC | 0.09% | Add +5.0% | 1,242,714 | $12.9M |
| Robinson Capital Management, LLC | 5.13% | Add +0.1% | 1,168,261 | $12.1M |
| LPL Financial LLC | 0.00% | Add +12.7% | 855,464 | $8.9M |
| Sit Investment Associates Inc. | 0.15% | Reduce -0.7% | 723,224 | $7.5M |
| Morgan Stanley | 0.00% | Add +18.3% | 644,709 | $6.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 599,549 | $6.2M |
| UBS Group AG | 0.00% | Add +2.8% | 568,689 | $5.9M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Add +1650.4% | 498,772 | $5.2M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 475,197 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +13.1% | 432,699 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -42.6% | 371,022 | $3.8M |
| Rivernorth Capital Management, LLC | 0.18% | Reduce -61.3% | 364,777 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +7.1% | 344,315 | $3.6M |
| Van Eck Associates Corp. | 0.00% | Add +11.1% | 311,378 | $3.2M |
| MacKay Shields LLC | 1.00% | Reduce -16.6% | 308,543 | $3.2M |
| Leo Wealth, LLC | 0.20% | Add +43.6% | 261,050 | $2.7M |
| Greatmark Investment Partners, Inc. | 0.31% | No change | 248,750 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 245,207 | $2.5M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -1.4% | 195,389 | $2.0M |
| Melone Private Wealth, LLC | 0.86% | Add +1.6% | 195,377 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.9% | 171,781 | $1.8M |
| Indiana Trust & Investment Management Co | 0.50% | Reduce -5.5% | 163,647 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.2% | 159,679 | $1.7M |
| Gridiron Partners, LLC | 0.89% | Reduce -91.3% | 149,983 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -52.6% | 140,277 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +11.2% | 128,180 | $1.3M |
| N.E.W. Advisory Services LLC | 0.10% | Add +150.0% | 124,460 | $1.3M |
| Claro Advisors Inc. | 0.16% | Add +32.1% | 113,427 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 108,515 | $1.1M |
| Invesco Ltd. | 0.00% | Reduce -8.7% | 92,786 | $962K |
| Cutler Capital Management, LLC | 0.33% | No change | 86,117 | $893K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 84,821 | $880K |
| Tyche Wealth Partners LLC | 0.14% | No change | 82,098 | $851K |
| Whipplewood Advisors, LLC | 0.47% | Reduce -0.5% | 71,160 | $738K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.2% | 68,469 | $710K |
| World Investment Advisors | 0.01% | Add +21.2% | 67,694 | $702K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +5.3% | 66,406 | $689K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.5% | 61,483 | $638K |
| NewEdge Advisors, LLC | 0.00% | Add +36.3% | 58,715 | $609K |
| Calton & Associates, Inc. | 0.08% | Add +1.0% | 54,483 | $565K |
| Baird Financial Group, Inc. | 0.00% | No change | 51,265 | $532K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.0% | 41,448 | $430K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -54.9% | 40,816 | $423K |
| Melfa Wealth Management, Inc. | 0.22% | No change | 37,360 | $387K |
| Focus Partners Wealth | 0.00% | New | 35,600 | $369K |
| Sovereign Financial Group, Inc. | 0.06% | Add +1.2% | 30,703 | $318K |
| Prospera Financial Services Inc | 0.01% | No change | 29,606 | $307K |
| Burford Brothers, Inc. | 0.12% | No change | 27,625 | $286K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.5% | 26,339 | $273K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.3% | 25,945 | $269K |
| &partners | 0.00% | Add +118.1% | 25,707 | $267K |
| StoneX Group Inc. | 0.01% | No change | 22,802 | $236K |
| Carroll Advisory Group, LLC | 0.10% | — | 22,645 | $235K |
| WealthBridge Capital Management, LLC | 0.05% | No change | 22,500 | $233K |
| Kercheville Advisors, LLC | 0.06% | Add +0.1% | 22,112 | $226K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 20,953 | $217K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 20,041 | $208K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.8% | 19,496 | $202K |
| Nuveen, LLC | 0.00% | No change | 18,694 | $194K |
| First Trust Advisors LP | 0.00% | Add +4.7% | 18,041 | $187K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +13.8% | 17,165 | $178K |
| Compound Planning, Inc. | 0.01% | Add +1.4% | 16,796 | $174K |
| AlphaCore Capital LLC | 0.00% | Add +1.9% | 16,674 | $173K |
| Wealth Alliance Advisory Group, LLC | 0.03% | No change | 15,737 | $163K |
| Virtu Financial LLC | 0.01% | New | 15,643 | $162K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 15,100 | $157K |
| Closed-End Fund Advisors, Inc. | 0.09% | — | 14,663 | $152K |
| Dynamic Advisor Solutions LLC | 0.00% | Reduce -0.7% | 14,150 | $147K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.2% | 13,795 | $143K |
| Zullo Investment Group, Inc. | 0.05% | No change | 13,500 | $140K |
| Keybank National Association | 0.00% | No change | 11,883 | $123K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.4% | 11,692 | $121K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -12.7% | 11,176 | $116K |
| Catalina Capital Group, LLC | 0.07% | Add +0.5% | 11,104 | $115K |
| Alesco Advisors, LLC, An ESL Co | 0.00% | No change | 11,000 | $114K |
| WMG Financial Advisors, LLC | 0.05% | Add +1.9% | 10,879 | $113K |
| Kennedy Investment Group, Inc. | 0.04% | Reduce -94.2% | 10,419 | $108K |
| Wealthspire Advisors, LLC | 0.00% | No change | 10,000 | $104K |
| Camelot Portfolios, LLC | 0.06% | New | 9,900 | $103K |
| Cohen & Steers, Inc. | 0.00% | No change | 7,500 | $78K |
| Mountain Hill Investment Partners Corp. | 0.05% | No change | 7,000 | $73K |
| Lanark Financial, Inc. | 0.00% | No change | 6,227 | $65K |
| Allworth Financial LP | 0.00% | Add +728.0% | 5,688 | $59K |
| Comerica Bank | 0.00% | Add +85.2% | 5,370 | $56K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 3,686 | $38K |
| High Note Wealth, LLC | 0.01% | Reduce -11.7% | 2,610 | $27K |
| Eastern Bank | 0.00% | No change | 2,186 | $23K |
| US Bancorp \de | 0.00% | New | 2,041 | $21K |
| Essential Investment Partners LLC | 0.01% | — | 1,500 | $16K |
| SageView Advisory Group, LLC | 0.00% | New | 1,394 | $14K |
| Ancora Advisors LLC | 0.00% | Reduce -7.8% | 1,196 | $12K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,000 | $10K |
| City Holding Co. | 0.00% | No change | 1,000 | $10K |
| Assetmark, Inc. | 0.00% | New | 809 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 800 | $8K |
| MAI Capital Management | 0.00% | Add +8.4% | 542 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 400 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 381 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 320 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 292 | $3K |
"% of holder's portfolio" is VGM's weight in each manager's 13F, not the share of Invesco Trust for Investmen the manager owns.