Institutional Ownership
Invesco Tr Invt Grade New Yo
CUSIP 46131T101COMVTNQ1 2026
Institutional Holders
23
13F filers
Shares Held
1.90M
Aggregate institutional
Institutional Value
$20.58M
Q1 2026
Net New Holders
-1
2 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased9
Decreased8
Sold out3
Institutional Holders
23 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | 520.7K | $5.70M | +46.8K | Added |
| 2 | Guggenheim Capital LLC | 280.5K | $3.07M | +25.6K | Added |
| 3 | Indivisible Partners | 255.7K | $2.80M | +27.9K | Added |
| 4 | Royal Bank Of Canada | 164.0K | $1.79M | −6.0K | Reduced |
| 5 | Ashton Thomas Securities, LLC | 141.2K | $1.54M | −2.7K | Reduced |
| 6 | Morgan Stanley | 103.1K | $1.13M | −11.1K | Reduced |
| 7 | Lido Advisors, LLC | 99.9K | $1.09M | 0 | Held |
| 8 | Bank Of America Corp /De/ | 88.4K | $966.5K | −19.7K | Reduced |
| 9 | Lpl Financial LLC | 48.0K | $525.3K | +7.8K | Added |
| 10 | Stifel Financial Corp | 47.6K | $521.3K | −2.2K | Reduced |
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