Funds holding INVESCO VAN KAMPEN TR INVT GRADE MUNS
5 funds declare a position · 3 ETFs and 2 other funds · 5M $ · US46131M1062
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VanEck CEF Muni Income ETF VanEck ETF Trust | 315,537 | 3.3M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| Clearwater Tax-Exempt Bond Fund Clearwater Investment Trust | 115,073 | 1.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Sit Tax-Free Income Fund SIT MUTUAL FUNDS II INC | 56,447 | 557.1K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| First Trust Flexible Municipal High Income ETF First Trust Exchange-Traded Fund VIII | 7,822 | 82.3K $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Amplify Municipal CEF High Income ETF Amplify ETF Trust | 1,378 | 13.6K $ | 3.50 % | as of Mar 31, 2026 · Original filing |
Institutional managers
108 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 1,160,952 | 11.5M $ | as of Mar 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | 978,215 | 9.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 690,510 | 6.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 686,775 | 6.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 572,719 | 5.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 571,971 | 5.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 517,765 | 5.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 493,823 | 4.9M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 366,523 | 3.6M $ | as of Mar 31, 2026 |
| Leo Wealth, LLC | 319,284 | 3.2M $ | as of Mar 31, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | 248,750 | 2.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 236,923 | 2.3M $ | as of Mar 31, 2026 |
| N.E.W. Advisory Services LLC | 229,958 | 2.3M $ | as of Mar 31, 2026 |
| MACKAY SHIELDS LLC | 209,167 | 2.1M $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 193,977 | 1.9M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 187,141 | 1.8M $ | as of Mar 31, 2026 |
| Melone Private Wealth, LLC | 172,859 | 1.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 169,229 | 1.7M $ | as of Mar 31, 2026 |
| Stratos Wealth Partners, LTD. | 162,832 | 1.6M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 149,384 | 1.5M $ | as of Mar 31, 2026 |
| Gridiron Partners, LLC | 129,726 | 1.3M $ | as of Mar 31, 2026 |
| Indiana Trust & Investment Management Co | 122,000 | 1.2M $ | as of Mar 31, 2026 |
| Claro Advisors Inc. | 112,530 | 1.1M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 112,452 | 1.1M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 98,926 | 976.4K $ | as of Mar 31, 2026 |