VTN — INVESCO TR INVT GRADE NEW

Ownership history in &PARTNERS  ·  1 quarter on record

This page tracks every 13F SEC filing in which &PARTNERS reported a position in INVESCO TR INVT GRADE NEW (VTN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 12,806 — — 0.00% $147K $11.31
% of Fund (quarterly)    VTN price (monthly, adj. close)

Other funds also holding VTN

As of 2025 Q4 — sorted by position size

ASHTON THOMAS SECURITIES, LLC 0.31% Hennion & Walsh Asset Management, Inc. 3Y 0.19% Fingerlakes Wealth Management, Inc. 3Y 0.08% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.02% SHUFRO ROSE & CO LLC 3Y 7Y 0.02% PFG Investments, LLC 0.01% PEAPACK GLADSTONE FINANCIAL CORP 3Y 7Y 0.0% Lido Advisors, LLC 3Y 7Y 0.0% HORIZON KINETICS ASSET MANAGEMENT LLC 3Y 7Y 0.0% MML INVESTORS SERVICES, LLC 3Y 7Y 0.0%
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