INVESCO TR INVT GRADE MUNS
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 498,772 | 978,215 | +479,443 | 0.18 | 0.32 | +0.15 | buy |
| N.E.W. Advisory Services LLC | 124,460 | 229,958 | +105,498 | 0.10 | 0.17 | +0.07 | buy |
| Leo Wealth, LLC | 261,050 | 319,284 | +58,234 | 0.20 | 0.23 | +0.03 | buy |
| Burford Brothers, Inc. | 27,625 | 46,421 | +18,796 | 0.12 | 0.19 | +0.07 | buy |
| Cornerstone Wealth Management, LLC | 17,165 | 30,404 | +13,239 | 0.01 | 0.02 | +0.01 | buy |
| Wealthspire Advisors, LLC | 10,000 | 15,000 | +5,000 | 0.00 | 0.00 | +0.00 | buy |
| KENNEDY INVESTMENT GROUP | 10,419 | 10,619 | +200 | 0.04 | 0.04 | +0.00 | buy |
| Sovereign Financial Group, Inc. | 30,703 | 30,869 | +166 | 0.06 | 0.05 | -0.00 | buy |
| WMG Financial Advisors, LLC | 10,879 | 10,948 | +69 | 0.05 | 0.05 | -0.00 | buy |
| Kercheville Advisors, LLC | 22,112 | 22,143 | +31 | 0.06 | 0.07 | +0.01 | buy |
| High Note Wealth, LLC | 2,610 | 2,577 | -33 | 0.01 | 0.00 | -0.00 | sell |
| Claro Advisors LLC | 113,427 | 112,530 | -897 | 0.16 | 0.13 | -0.03 | sell |
| LexAurum Advisors, LLC | 65,904 | 54,940 | -10,964 | 0.09 | 0.07 | -0.02 | sell |
| CALTON & ASSOCIATES, INC. | 54,483 | 42,637 | -11,846 | 0.08 | 0.06 | -0.02 | sell |
| Gridiron Partners, LLC | 149,983 | 129,726 | -20,257 | 0.89 | 0.78 | -0.10 | sell |
| Melone Private Wealth, LLC | 195,377 | 172,859 | -22,518 | 0.86 | 0.70 | -0.16 | sell |
| Indiana Trust & Investment Management Co | 163,647 | 122,000 | -41,647 | 0.50 | 0.37 | -0.13 | sell |
| MACKAY SHIELDS LLC | 308,543 | 209,167 | -99,376 | 0.11 | 0.08 | -0.04 | sell |