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Invesco Van Kampen Trust For Inv Grd Mun shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Invesco Van Kampen Trust For Inv Grd Mun (VGM) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Invesco Van Kampen Trust For Inv Grd Mun

Tip: Access up to 7 years of quarterly data

All positions including Invesco Van Kampen Trust For Inv Grd Mun held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Van Kampen Trust For Inv Grd Mun by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $128k 12k 10.56
2024-03-31 $183k 19k 9.86
2023-12-31 $209k 21k 9.89

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Aon Shs Cl A (AON)

View all positions for Summit Trail Advisors

Top funds holding Invesco Van Kampen Trust For Inv Grd Mun

Saba Capital Management
Karpus Investment Management
Rivernorth Capital Management
Robinson Capital Management
Pathstone Holdings
Branch Banking & Trust Company
Fiera Capital Corporation
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Morgan Stanley
Van Eck Associates Corp.
MacKay Shields
Allspring Global Investments Holdings
Kennedy Investment Group
Royal Bank of Canada

View all funds holding Invesco Van Kampen Trust For Inv Grd Mun