Waverly Advisors, LLC - INVESCO TR INVT GRADE MUNS ownership

INVESCO TR INVT GRADE MUNS's ticker is VGM and the CUSIP is 46131M106. A total of 98 filers reported holding INVESCO TR INVT GRADE MUNS in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of INVESCO TR INVT GRADE MUNS
ValueSharesWeighting
Q2 2024$150,620
+617.2%
14,666
+788.8%
0.00%
-66.7%
Q2 2014$21,0000.0%1,6500.0%0.01%0.0%
Q1 2014$21,000
+5.0%
1,6500.0%0.01%
+28.6%
Q4 2013$20,0001,6500.01%
Other shareholders
INVESCO TR INVT GRADE MUNS shareholders Q2 2024
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 81,509$993,0000.81%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 143,000$1,742,0000.55%
Global Endowment Management, LP 183,950$2,241,0000.45%
CORNERSTONE ADVISORS INC 137,522$1,675,0000.41%
Karpus Management, Inc. 599,482$7,302,0000.41%
MARINER INVESTMENT GROUP LLC 205,159$2,499,0000.38%
DOLIVER ADVISORS, LP 37,746$460,0000.29%
Cutler Capital Management, LLC 52,290$637,0000.25%
RIVERNORTH CAPITAL MANAGEMENT, LLC 205,084$2,498,0000.19%
OTA Financial Group L.P. 23,560$286,0000.18%
View complete list of INVESCO TR INVT GRADE MUNS shareholders