Invesco Municipal Trusts File DEFA14A
Ticker: VGM · Form: DEFA14A · Filed: Aug 14, 2024 · CIK: 880892
| Field | Detail |
|---|---|
| Company | Invesco Trust For Investment Grade Municipals (VGM) |
| Form Type | DEFA14A |
| Filed Date | Aug 14, 2024 |
| Risk Level | low |
| Pages | 2 |
| Reading Time | 3 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: disclosure, shareholder-meeting, municipal-bonds
TL;DR
Invesco muni trusts (IVZ) filed DEFA14A - shareholder meeting details inside.
AI Summary
Invesco Trust for Investment Grade Municipals filed a DEFA14A, indicating a shareholder meeting or solicitation. The filing involves Invesco Advantage Municipal Income Trust II (CIC: 0000908993) and Invesco Municipal Income Opportunities Trust (CIC: 0000835333), both managed by Invesco. The purpose of the meeting, including any proposals or voting matters, is detailed within the full filing.
Why It Matters
This filing is crucial for shareholders of Invesco's municipal income trusts as it outlines important corporate actions, proposals, and voting information that could impact their investments.
Risk Assessment
Risk Level: low — A DEFA14A filing is a routine disclosure and does not inherently represent a change in the company's financial health or market position.
Key Players & Entities
- Invesco Trust for Investment Grade Municipals (company) — Filer of the DEFA14A
- Invesco Advantage Municipal Income Trust II (company) — Company involved in the filing
- Invesco Municipal Income Opportunities Trust (company) — Company involved in the filing
- Invesco (company) — Asset manager for the trusts
- 0000908993 (company) — Central Index Key for Invesco Advantage Municipal Income Trust II
- 0000835333 (company) — Central Index Key for Invesco Municipal Income Opportunities Trust
FAQ
What is the primary purpose of this DEFA14A filing?
The DEFA14A filing is a solicitation or information statement related to a shareholder meeting, detailing proposals, voting matters, and other corporate actions for the Invesco trusts involved.
Which Invesco trusts are specifically mentioned in this filing?
The filing explicitly mentions Invesco Advantage Municipal Income Trust II and Invesco Municipal Income Opportunities Trust.
What is the fiscal year end for Invesco Advantage Municipal Income Trust II?
The fiscal year end for Invesco Advantage Municipal Income Trust II is October 31st.
What was the former name of Invesco Municipal Income Opportunities Trust?
Prior to its current name, Invesco Municipal Income Opportunities Trust was known as Morgan Stanley Municipal Income Opportunities Trust.
Where are the business addresses for these Invesco trusts located?
Both Invesco Advantage Municipal Income Trust II and Invesco Municipal Income Opportunities Trust share business addresses at 1555 Peachtree Street, N.E., Suite 1800, Atlanta, GA 30309 and 1331 Spring Street N.W., Suite 2500, Atlanta, GA 30309, respectively.
Filing Stats: 627 words · 3 min read · ~2 pages · Grade level 14.1 · Accepted 2024-08-14 14:22:57
Filing Documents
- d864092ddefa14a.htm (DEFA14A) — 25KB
- g864092g0813224158220.jpg (GRAPHIC) — 3KB
- g864092g0813224158536.jpg (GRAPHIC) — 1KB
- g864092g0813224158694.jpg (GRAPHIC) — 1KB
- g864092g0813224158874.jpg (GRAPHIC) — 1KB
- 0001193125-24-200522.txt ( ) — 49KB
From the Filing
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant Filed by a Party other than the Registrant Check the appropriate box: Preliminary Proxy Statement Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) Definitive Proxy Statement Definitive Additional Materials Soliciting Material Pursuant to 240.14a-11(c) or 240.14a-12 INVESCO ADVANTAGE MUNICIPAL INCOME TRUST II INVESCO BOND FUND INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST INVESCO HIGH INCOME 2024 TARGET TERM FUND INVESCO HIGH INCOME TRUST II INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST INVESCO MUNICIPAL OPPORTUNITY TRUST INVESCO MUNICIPAL TRUST INVESCO PENNSYLVANIA VALUE MUNICIPAL INCOME TRUST INVESCO QUALITY MUNICIPAL INCOME TRUST INVESCO SENIOR INCOME TRUST INVESCO TRUST FOR INVESTMENT GRADE MUNICIPALS INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS INVESCO VALUE MUNICIPAL INCOME TRUST (Name of Registrant as Specified In Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): No fee required. Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. 1) Title of each class of securities to which transaction applies: 2) Aggregate number of securities to which transaction applies: 3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): 4) Proposed maximum aggregate value of transaction: 5) Total fee paid: Fee paid previously with preliminary materials. Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. 1) Amount Previously Paid: 2) Form, Schedule or Registration Statement No.: 3) Filing Party: 4) Date Filed: 11 Greenway Plaza Houston, TX 77046-1173 Invesco Advantage Municipal Income Trust II Invesco Bond Fund Invesco California Value Municipal Income Trust Invesco High Income 2024 Target Term Fund Invesco High Income Trust II Invesco Municipal Income Opportunities Trust Invesco Municipal Opportunity Trust Invesco Municipal Trust Invesco Pennsylvania Value Municipal Income Trust Invesco Quality Municipal Income Trust Invesco Senior Income Trust Invesco Trust for Investment Grade Municipals Invesco Trust For Investment Grade New York Municipals Invesco Value Municipal Income Trust Dear Shareholder: A Joint Special Meeting of Shareholders of the above-referenced Invesco Funds (the Funds) is scheduled to be held on August 29, 2024. Our records indicate you have not yet voted your shares. Please take the time to vote today! YOUR VOTE IS IMPORTANT! Impact of Shareholder Approval of the proposals Expenses and Fees: No effect; management fees and expense ratios will remain the same. Taxes : No tax consequences; funds will continue to be managed tax-efficiently. Major Changes : No significant changes in investment strategies or risk profiles; proposed amendments provide greater flexibility and align the funds with modern standards and practices. THE BOARD OF TRUSTEES RECOMMENDS YOU VOTE FOR THE PROPOSALS Please vote in any of the following convenient ways. Vote by Phone by calling 1-833-876-2299 to speak with a proxy voting specialist today. Monday-Friday: 10 a.m. to 11 p.m. ET; Saturday: 12:00 pm to 5 pm ET. You may also call the toll-free number on the enclosed card and follow the prompts. Vote by Internet by visiting the internet address on the enclosed card and following the instructions. Vote by Mail by completing, signing, and dating the enclosed card and returning it in the enclosed prepaid return envelope. If you have any questions or need assistance in voting, please contact our proxy solicitor toll-free at 1-833-876-2299 . Thank you in advance for your support.