Latest imported 13F data
VTN

INVESCO TR INVT GRADE NEW YO

Institutional Ownership · Q4 2025

Filing: Q4 2025

INVESCO TR INVT GRADE NEW YO (VTN) is held by 23 institutional investors with combined holdings of $21M. Major holders include Hennion & Walsh Asset Man, GUGGENHEIM CAPITAL LLC, Indivisible Partners.

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Institutional Holders
23
Total Value
$21.5M
Ownership %
12.8%

🏦 Top Institutional Holders

Hennion & Walsh Asset Management, Inc.
473.9K shares
$5.5M
3.23% ownership
GUGGENHEIM CAPITAL LLC
254.9K shares
$2.9M
1.74% ownership
Indivisible Partners
227.8K shares
$2.6M
1.55% ownership
ROYAL BANK OF CANADA
170.0K shares
$2.0M
1.16% ownership
ASHTON THOMAS SECURITIES, LLC
143.9K shares
$1.7M
0.98% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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