Institutional Ownership
Invesco Tr Invt Grade Muns
CUSIP 46131M106COMVGMQ1 2026
Institutional Holders
108
13F filers
Shares Held
11.82M
Aggregate institutional
Institutional Value
$105.72M
Q1 2026
Net New Holders
+8
18 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased35
Decreased27
Sold out10
Institutional Holders
108 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Guggenheim Capital LLC | 1.16M | $11.46M | −81.8K | Reduced |
| 2 | Hennion & Walsh Asset Management, Inc. | 978.2K | $9.65M | +479.4K | Added |
| 3 | Lpl Financial LLC | 690.5K | $6.82M | −165.0K | Reduced |
| 4 | Morgan Stanley | 686.8K | $6.78M | +42.1K | Added |
| 5 | Wells Fargo & Company/Mn | 572.7K | $5.65M | −26.8K | Reduced |
| 6 | Ubs Group AG | 572.0K | $5.65M | +3.3K | Added |
| 7 | Ameriprise Financial Inc | 517.8K | $5.10M | +85.1K | Added |
| 8 | Bank Of America Corp /De/ | 493.8K | $4.87M | +18.6K | Added |
| 9 | Royal Bank Of Canada | 366.5K | $3.62M | +22.2K | Added |
| 10 | Leo Wealth, LLC | 319.3K | $3.15M | +58.2K | Added |
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