Invesco Trust for InvestmenVGM
13F holders, Q1 2026 (March 31)109holders +7
17new positions
11sold out
1famous investor
$9.87avg. 13F price*
At the end of Q1 2026, 109 institutions reported holding Invesco Trust for Investmen (VGM) in their 13F filings, up 7 from Q4 2025. 17 opened new positions and 11 sold out. The largest holders were Guggenheim Capital LLC ($11.5M), Hennion & Walsh Asset Management, Inc. ($9.7M) and LPL Financial LLC ($6.8M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Invesco Trust for Investmen
- CUSIP
- 46131M106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $2.4M |
| Exits | 11 | $18.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,375,574 shares bought and 2,630,436 shares sold, net −1,254,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Guggenheim Capital LLC | 0.09% | Reduce -6.6% | 1,160,952 | $11.5M |
| Hennion & Walsh Asset Management, Inc. | 0.32% | Add +96.1% | 978,215 | $9.7M |
| LPL Financial LLC | 0.00% | Reduce -19.3% | 690,510 | $6.8M |
| Morgan Stanley | 0.00% | Add +6.5% | 686,775 | $6.8M |
| Sit Investment Associates Inc. | 0.13% | Reduce -7.4% | 669,430 | $6.6M |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 572,719 | $5.7M |
| UBS Group AG | 0.00% | Add +0.6% | 571,971 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +19.7% | 517,765 | $5.1M |
| Bank of America Corp. | 0.00% | Add +3.9% | 493,823 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 366,523 | $3.6M |
| Leo Wealth, LLC | 0.23% | Add +22.3% | 319,284 | $3.2M |
| Van Eck Associates Corp. | 0.00% | Add +0.5% | 313,044 | $3.1M |
| Greatmark Investment Partners, Inc. | 0.29% | No change | 248,750 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -3.4% | 236,923 | $2.3M |
| N.E.W. Advisory Services LLC | 0.17% | Add +84.8% | 229,958 | $2.3M |
| MacKay Shields LLC | 0.77% | Reduce -32.2% | 209,167 | $2.1M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -0.7% | 193,977 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +46.0% | 187,141 | $1.8M |
| Melone Private Wealth, LLC | 0.70% | Reduce -11.5% | 172,859 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.0% | 169,229 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +50.0% | 162,832 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.0% | 149,384 | $1.5M |
| Gridiron Partners, LLC | 0.78% | Reduce -13.5% | 129,726 | $1.3M |
| Indiana Trust & Investment Management Co | 0.37% | Reduce -25.4% | 122,000 | $1.2M |
| Claro Advisors Inc. | 0.13% | Reduce -0.8% | 112,530 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -69.7% | 112,452 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +281.3% | 98,926 | $976K |
| Fiera Capital Corp | 0.00% | New | 89,170 | $880K |
| Osaic Holdings, Inc. | 0.00% | Add +41.3% | 86,879 | $858K |
| Cutler Capital Management, LLC | 0.29% | No change | 86,117 | $850K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 84,821 | $837K |
| Tyche Wealth Partners LLC | 0.13% | No change | 82,098 | $810K |
| Whipplewood Advisors, LLC | 0.36% | Reduce -1.1% | 70,408 | $695K |
| NewEdge Advisors, LLC | 0.00% | Add +18.8% | 69,770 | $689K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +4.1% | 69,109 | $682K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 68,723 | $678K |
| World Investment Advisors | 0.01% | Add +0.6% | 68,065 | $672K |
| LexAurum Advisors, LLC | 0.07% | — | 54,940 | $542K |
| Baird Financial Group, Inc. | 0.00% | No change | 51,265 | $506K |
| Wealth Care LLC | 0.44% | — | 50,000 | $494K |
| Burford Brothers, Inc. | 0.19% | Add +68.0% | 46,421 | $458K |
| Kestra Advisory Services, LLC | 0.00% | Add +123.3% | 44,756 | $442K |
| Calton & Associates, Inc. | 0.06% | Reduce -21.7% | 42,637 | $421K |
| Invesco Ltd. | 0.00% | Reduce -55.1% | 41,701 | $412K |
| Summit Trail Advisors, LLC | 0.01% | New | 41,046 | $405K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 40,574 | $400K |
| Melfa Wealth Management, Inc. | 0.21% | No change | 37,360 | $369K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.1% | 37,254 | $368K |
| Focus Partners Wealth | 0.00% | No change | 35,600 | $351K |
| Sovereign Financial Group, Inc. | 0.05% | Add +0.5% | 30,869 | $305K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +77.1% | 30,404 | $300K |
| Prospera Financial Services Inc | 0.00% | No change | 29,606 | $292K |
| &partners | 0.00% | Add +13.0% | 29,054 | $287K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.2% | 24,439 | $241K |
| Carroll Advisory Group, LLC | 0.09% | No change | 22,645 | $224K |
| WealthBridge Capital Management, LLC | 0.05% | No change | 22,500 | $222K |
| Kercheville Advisors, LLC | 0.07% | Add +0.1% | 22,143 | $219K |
| Virtu Financial LLC | 0.01% | Add +37.4% | 21,485 | $212K |
| Jane Street Group, LLC | 0.00% | New | 20,361 | $201K |
| Nuveen, LLC | 0.00% | No change | 18,694 | $185K |
| Compound Planning, Inc. | 0.01% | Add +7.0% | 17,974 | $177K |
| AlphaCore Capital LLC | 0.00% | Add +1.9% | 16,993 | $168K |
| Wealth Alliance Advisory Group, LLC | 0.02% | No change | 15,737 | $155K |
| First Trust Advisors LP | 0.00% | Reduce -14.5% | 15,419 | $152K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.3% | 15,345 | $151K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 15,100 | $149K |
| Wealthspire Advisors, LLC | 0.00% | Add +50.0% | 15,000 | $148K |
| Fisher Asset Management | 0.00% | New | 14,352 | $142K |
| Dynamic Advisor Solutions LLC | 0.00% | No change | 14,150 | $140K |
| Capital Investment Advisors, LLC | 0.00% | No change | 13,795 | $136K |
| Closed-End Fund Advisors, Inc. | 0.14% | Reduce -6.8% | 13,663 | $135K |
| Apella Capital, LLC | 0.00% | New | 13,000 | $134K |
| Zullo Investment Group, Inc. | 0.05% | No change | 13,500 | $133K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +10.3% | 12,326 | $122K |
| Quadcap Wealth Management, LLC | 0.01% | New | 12,257 | $121K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.0% | 11,929 | $118K |
| Catalina Capital Group, LLC | 0.07% | No change | 11,104 | $110K |
| Wedbush Securities Inc. | 0.00% | New | 11,000 | $109K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,010 | $109K |
| WMG Financial Advisors, LLC | 0.05% | Add +0.6% | 10,948 | $108K |
| Keybank National Association | 0.00% | Reduce -8.4% | 10,883 | $107K |
| Allworth Financial LP | 0.00% | Add +87.9% | 10,690 | $106K |
| Kennedy Investment Group, Inc. | 0.04% | Add +1.9% | 10,619 | $105K |
| Gill Capital Partners, LLC | 0.03% | New | 9,991 | $99K |
| Fifth Third Bancorp | 0.00% | New | 8,240 | $81K |
| Mountain Hill Investment Partners Corp. | 0.04% | No change | 7,000 | $69K |
| Lanark Financial, Inc. | 0.00% | No change | 6,227 | $61K |
| Cwm, LLC | 0.00% | Add +2353.5% | 4,907 | $48K |
| Advisory Services Network, LLC | 0.00% | New | 4,215 | $42K |
| IFP Advisors, Inc | 0.00% | Reduce -1.4% | 3,635 | $36K |
| High Note Wealth, LLC | 0.01% | Reduce -1.3% | 2,577 | $25K |
| Eastern Bank | 0.00% | No change | 2,186 | $22K |
| US Bancorp \de | 0.00% | No change | 2,041 | $20K |
| Private Trust Co. NA | 0.00% | New | 1,915 | $19K |
| Penserra Capital Management LLC | 0.00% | New | 1,378 | $13K |
| Ancora Advisors LLC | 0.00% | Reduce -9.4% | 1,083 | $11K |
| Essential Investment Partners LLC | 0.01% | Reduce -33.3% | 1,000 | $10K |
| City Holding Co. | 0.00% | No change | 1,000 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,000 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 800 | $8K |
"% of holder's portfolio" is VGM's weight in each manager's 13F, not the share of Invesco Trust for Investmen the manager owns.