VGM

Invesco Trust For Investmen

Latest period2024 - Q4Total superinvestors15

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 15 superinvestors own shares of Invesco Trust For Investmen (VGM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Trust For Investmen (VGM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Trust For Investmen (VGM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Trust For Investmen (VGM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Louis Melone Jr.@Melone Private Wealth, Llc
Recent Activity
Increased 1.57%
0.92%
$1.761M
174,333 shares@ 10.1 avg price
MICHAEL SCHNECK@Gridiron Partners, Llc
Recent Activity
0.96%
$1.515M
149,983 shares@ 10.1 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 17.23%
0.03%
$1.066M
105,500 shares@ 10.1 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -2.44%
0.15%
$1.056M
104,541 shares@ 10.1 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 0.58%
0.03%
$572,579
56,691 shares@ 10.1 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
0.26%
$377,336
37,360 shares@ 10.1 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Increased 130.53%
0.06%
$254,674
25,215 shares@ 10.11 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 23.23%
0.01%
$231,197
22,890 shares@ 10.11 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Decreased -3.61%
0.01%
$194,152
19,223 shares@ 10.1 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 4.85%
0.02%
$189,617
18,774 shares@ 10.1 avg price