GILL CAPITAL PARTNERS, LLC VGM INVESCO TR INVT GRADE MUNS COM

Ownership history in GILL CAPITAL PARTNERS, LLC  ·  9 quarters on record

AI Ownership Summary

GILL CAPITAL PARTNERS, LLC reported INVESCO TR INVT GRADE MUNS COM (VGM) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows VGM at 0.03% 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 GILL CAPITAL PARTNERS, LLC's position in INVESCO TR INVT GRADE MUNS COM, 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
2026 Q1

VGM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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 2026 Q1

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 GILL CAPITAL PARTNERS, LLC held VGM — position size vs. price
% of Fund (quarterly)    VGM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,991 -567 -5.4% 0.03% $99K 2026-04-13 $10.18
2024 Q2 UNCHANGED 10,558 0% 0.04% $108K 2024-07-10 $8.92
2024 Q1 REDUCED 9.7% +5.5% 10,558 -1,133 -9.7% 0.04% $101K 2024-05-06 $8.22
2023 Q4 UNCHANGED 11,691 0% 0.05% $116K 2024-01-08 $8.23
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GILL CAPITAL PARTNERS, LLC and VGM

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

How long has GILL CAPITAL PARTNERS, LLC reported owning VGM?

GILL CAPITAL PARTNERS, LLC reported VGM across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VGM position in GILL CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for VGM was 0.05% in 2023 Q4.

What is the latest reported VGM position on this page?

The most recent filing on this page is 2026 Q1, when GILL CAPITAL PARTNERS, LLC reported 9,991 shares, equal to 0.03% of portfolio, with an estimated market value of $99K.

What does the chart on this VGM ownership page compare?

The chart compares GILL CAPITAL PARTNERS, LLC'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.

How well did GILL CAPITAL PARTNERS, LLC time their VGM position?

Based on 13F filing dates vs. subsequent VGM price moves, GILL CAPITAL PARTNERS, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on VGM relative to SPY over the holding period was -13.6%.

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