Compass Wealth Management LLC - INVESCO TR INVT GRADE MUNS ownership

INVESCO TR INVT GRADE MUNS's ticker is VGM and the CUSIP is 46131M106. A total of 2 filers reported holding INVESCO TR INVT GRADE MUNS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Compass Wealth Management LLC ownership history of INVESCO TR INVT GRADE MUNS
ValueSharesWeighting
Q3 2023$65,620
-12.5%
7,7200.0%0.02%
-8.7%
Q2 2023$74,9627,7200.02%
Other shareholders
INVESCO TR INVT GRADE MUNS shareholders Q4 2023
NameSharesValueWeighting ↓
NEW VERNON INVESTMENT MANAGEMENT LLC 300,000$4,194,0003.58%
ROBINSON CAPITAL MANAGEMENT, LLC 176,963$2,474,0001.87%
Tradewinds Capital Management, LLC 149,494$2,090,0001.42%
NORTHERN CAPITAL MANAGEMENT LLC 102,815$1,437,0000.64%
Cutler Capital Management, LLC 65,565$916,0000.44%
MACROVIEW INVESTMENT MANAGEMENT LLC 4,150$58,0000.25%
Karpus Management, Inc. 248,895$3,480,0000.16%
ARS Wealth Advisors, LLC 22,388$313,0000.15%
Strid Group, LLC 15,000$210,0000.14%
MATHER GROUP, LLC. 38,131$533,0000.11%
View complete list of INVESCO TR INVT GRADE MUNS shareholders