VGM β€” INVESCO TR INVT GRADE MUNS

Ownership history in Fiera Capital Corp  Β·  15 quarters on record

AI Ownership Summary

Fiera Capital Corp reported INVESCO TR INVT GRADE MUNS (VGM) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows VGM at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fiera Capital Corp's position in INVESCO TR INVT GRADE MUNS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VGM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fiera Capital Corp held VGM β€” position size vs. price
% of Fund (quarterly)    VGM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 506,647 -4,574 -0.9% 0.02% $5.1M 2025-11-07 $9.84
2025 Q2 REDUCED 511,221 -7,626 -1.5% 0.02% $4.9M 2025-08-08 $9.14
2025 Q1 REDUCED 518,847 -33,960 -6.1% 0.02% $5.2M 2025-05-07 $9.00
2024 Q4 ADDED 552,807 +9,260 +1.7% 0.02% $5.6M 2025-01-29 $9.19
2024 Q3 REDUCED 543,547 -12,808 -2.3% 0.02% $5.7M 2024-11-01 $9.20
2024 Q2 REDUCED 556,355 -245,339 -30.6% 0.02% $5.7M 2024-08-01 $9.16
2024 Q1 REDUCED 801,694 -234,210 -22.6% 0.02% $7.9M 2024-05-01 $8.28
2023 Q4 ADDED 1,035,904 +893,139 +625.6% 0.03% $10.2M 2024-02-08 $8.44
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Fiera Capital Corp and VGM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fiera Capital Corp reported owning VGM?

Fiera Capital Corp reported VGM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VGM position in Fiera Capital Corp's portfolio?

The largest reported portfolio weight for VGM was 0.03% in 2023 Q4.

What is the latest reported VGM position on this page?

The most recent filing on this page is 2025 Q3, when Fiera Capital Corp reported 506,647 shares, equal to 0.02% of portfolio, with an estimated market value of $5.1M.

What does the chart on this VGM ownership page compare?

The chart compares Fiera Capital Corp's quarterly VGM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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