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

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

Historical chart of Whipplewood 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 Whipplewood 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 Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $724k 72k 10.12
2025-06-30 $621k 66k 9.49
2025-03-31 $648k 104k 6.20

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding Invesco Van Kampen Trust For Inv Grd Mun

Gridiron Partners
Guggenheim Capital, LLC Managers
Robinson Capital Management
Rivernorth Capital Management
LPL Financial
Sit Investment Associates
Branch Banking & Trust Company
Wells Fargo & Company
UBS Group
Morgan Stanley
Fiera Capital Corporation
Ameriprise Financial
MacKay Shields
Royal Bank of Canada
Allspring Global Investments Holdings

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