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VTN

Invesco Trust for Investment Grade New York Municipals
1W: -2.8% 1M: -6.3% 3M: -4.9% YTD: -3.5% 1Y: +10.1% 3Y: +26.2% 5Y: +8.4%
$10.94
-0.24 (-2.15%)
After Hours: $10.67 (-0.27, -2.47%)
ETF NYSE · AUM $159.9M
ETF-Level Metrics
AUM$160M
Holdings
Top 10 Wt—%
Beta0.73
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 174 151.4%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 174 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 New York State Urban Development Corp. (Bidding Group 3) Private 6.76% $10.2M 11,640,000
2 Triborough Bridge & Tunnel Authority (MTA Bridges & Tunnels) Private 5.82% $8.8M 10,000,000
3 New York Transportation Development Corp. (LaGuardia Airport Terminal B Redevelopment) Private 5.63% $8.5M 9,000,000
4 New York & New Jersey (States of) Port Authority Private 5.44% $8.2M 8,000,000
5 Triborough Bridge & Tunnel Authority (MTA Bridges & Tunnels) Private 5.41% $8.2M 8,000,000
6 New York (City of), NY Transitional Finance Authority Private 4.77% $7.2M 8,000,000
7 MTA Hudson Rail Yards Trust Obligations Private 4.47% $6.8M 7,000,000
8 Rockland Tobacco Asset Securitization Corp. Private 4.17% $6.3M 96,000,000
9 New York (State of) Dormitory Authority Private 3.70% $5.6M 6,500,000
10 New York (City of), NY Municipal Water Finance Authority Bond 3.41% $5.2M 6,000,000
11 New York (City of), NY Private 2.89% $4.4M 5,100,000
12 Metropolitan Transportation Authority (Green Bonds) Bond 2.66% $4.0M 4,000,000
13 New York (State of) Dormitory Authority (Northwell Health Obligated Group) Private 2.32% $3.5M 3,500,000
14 Brooklyn Arena Local Development Corp. (Barclays Center) Private 2.29% $3.5M 5,000,000
15 MTA Hudson Rail Yards Trust Obligations Private 2.01% $3.0M 3,110,000
16 New York Counties Tobacco Trust V Private 1.99% $3.0M 7,000,000
17 Metropolitan Transportation Authority (Green Bonds) Bond 1.98% $3.0M 3,000,000
18 Build NYC Resource Corp. (The Children's Aid Society) Private 1.80% $2.7M 2,840,000
19 New York (State of) Dormitory Authority (Icahn School of Medicine at Mount Sinai) Private 1.77% $2.7M 2,835,000
20 New York (City of), NY Municipal Water Finance Authority Bond 1.70% $2.6M 3,000,000
21 Onondaga (County of), NY Trust for Cultural Resources (Syracuse University) Private 1.69% $2.6M 2,935,000
22 New York Transportation Development Corp. (LaGuardia Airport Terminal B Redevelopment) Private 1.65% $2.5M 2,500,000
23 Puerto Rico Sales Tax Financing Corp. Private 1.65% $2.5M 7,884,000
24 Metropolitan Transportation Authority (Green Bonds) Bond 1.58% $2.4M 5,000,000
25 New York (City of), NY Transitional Finance Authority Private 1.51% $2.3M 2,565,000
26 New York Liberty Development Corp. (Green Bonds) Bond 1.48% $2.2M 3,325,000
27 Rockland Tobacco Asset Securitization Corp. Private 1.46% $2.2M 7,755,000
28 New York State Urban Development Corp. (Bidding Group 4) Private 1.44% $2.2M 2,500,000
29 Triborough Bridge & Tunnel Authority (MTA Bridges & Tunnels) Private 1.40% $2.1M 2,120,000
30 New York Counties Tobacco Trust V Private 1.38% $2.1M 14,850,000
31 New York (City of), NY Municipal Water Finance Authority Bond 1.36% $2.1M 2,020,000
32 Westchester Tobacco Asset Securitization Corp. Private 1.35% $2.0M 2,500,000
33 Buffalo & Erie County Industrial Land Development Corp. (Orchard Park) Private 1.32% $2.0M 2,000,000
34 New York Convention Center Development Corp. (Hotel Unit Fee Secured) Private 1.30% $2.0M 1,965,000
35 New York Liberty Development Corp. (3 World Trade Center) Private 1.28% $1.9M 2,000,000
36 New York (State of) Dormitory Authority (Rochester Institute of Technology) Private 1.18% $1.8M 1,785,000
37 New York (State of) Dormitory Authority Private 1.18% $1.8M 2,105,000
38 TSASC, Inc. Private 1.18% $1.8M 2,070,000
39 New York (City of), NY Private 1.16% $1.8M 1,700,000
40 New York (City of), NY Transitional Finance Authority Private 1.16% $1.8M 2,000,000
41 New York (State of) Dormitory Authority (Rochester Institute of Technology) Private 1.16% $1.8M 1,985,000
42 New York (City of), NY Transitional Finance Authority Private 1.15% $1.7M 2,000,000
43 Build NYC Resource Corp. (KIPP NYC Public School) (Social Bonds) Bond 1.15% $1.7M 1,855,000
44 New York (State of) Dormitory Authority Private 1.14% $1.7M 2,000,000
45 New York (City of), NY Transitional Finance Authority Private 1.14% $1.7M 2,000,000
46 New York (State of) Thruway Authority Private 1.13% $1.7M 2,000,000
47 Oneida County Local Development Corp. (Mohawk Valley Health System) Private 1.13% $1.7M 2,000,000
48 New York (State of) Power Authority (Green Bonds) Bond 1.10% $1.7M 2,000,000
49 Niagara Tobacco Asset Securitization Corp. Private 1.07% $1.6M 1,725,000
50 New York City Housing Development Corp. (Green Bonds) Bond 1.03% $1.6M 1,620,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms