Invesco Trust For Investment Grade New York Municipals (VTN) — SEC Filings

Invesco Trust For Investment Grade New York Municipals (VTN) — 21 SEC filings. Latest: DEFA14A (Jul 1, 2025). Includes 11 SC 13D/A, 6 DEFA14A, 2 DEF 14A.

View Invesco Trust For Investment Grade New York Municipals on SEC EDGAR

Overview

Invesco Trust For Investment Grade New York Municipals (VTN) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEFA14A filed on Jul 1, 2025: Invesco Trust for Investment Grade New York Municipals (formerly Invesco Advantage Municipal Income Trust II) and Invesco Municipal Income Opportunities Trust are filing a DEFA14A, which is a definitive proxy statement. This filing concerns the solicitation of proxies for the annual meeting of share

Sentiment Summary

Across 21 filings, the sentiment breakdown is: 21 neutral. The dominant filing sentiment for Invesco Trust For Investment Grade New York Municipals is neutral.

Filing Type Overview

Invesco Trust For Investment Grade New York Municipals (VTN) has filed 6 DEFA14A, 2 DEF 14A, 11 SC 13D/A, 1 SC 13D, 1 SC 13G with the SEC between Feb 2024 to Jul 2025.

Filings by Year

2025 · 2024

Recent SEC Filings (21)

Invesco Trust For Investment Grade New York Municipals SEC Filing History
DateFormDescriptionRisk
Jul 1, 2025DEFA14AInvesco Municipal Trusts File Proxy Statementlow
Jun 20, 2025DEF 14AInvesco Municipal Trusts File DEF 14A for Shareholder Voteslow
Dec 13, 2024SC 13D/ABofA Files SC 13D/A Amendment for Invesco NY Muni Trustmedium
Dec 12, 2024SC 13D/ASaba Capital Amends 13D Filing for Invesco NY Muni Trustmedium
Dec 4, 2024SC 13D/ABofA Files 13D/A on Invesco NY Muni Trustmedium
Nov 25, 2024SC 13D/ASaba Capital Management Updates Invesco Trust 13D Filingmedium
Nov 13, 2024SC 13D/ASaba Capital Amends 13D Filing for Invesco NY Muni Trustmedium
Nov 5, 2024SC 13D/ASaba Capital Amends Filing for Invesco NY Muni Trustmedium
Oct 7, 2024SC 13D/ASaba Capital Management Updates Invesco Trust Filingmedium
Aug 26, 2024DEFA14AInvesco Municipal Trusts File Proxy Statementslow
Aug 14, 2024DEFA14AInvesco Municipal Trusts File DEFA14A Disclosureslow
Aug 7, 2024DEFA14AInvesco Municipal Trusts File Proxy Statementslow
Jul 16, 2024DEFA14AInvesco Municipal Trusts File Proxy Documentslow
Jul 3, 2024DEFA14AInvesco Municipal Trusts File Proxy Statementslow
Jul 2, 2024DEF 14AInvesco Municipal Trusts File Annual Disclosurelow
Jun 14, 2024SC 13D/ASaba Capital Management Files SC 13D/A for Invesco Trustmedium
May 7, 2024SC 13D/ASIT Investment Associates Amends Invesco Trust Filingmedium
May 6, 2024SC 13D/ASaba Capital Management Amends 13D Filing for Invesco Trustmedium
Mar 28, 2024SC 13DSIT Investment Associates Files SC 13D for VTNmedium
Mar 6, 2024SC 13D/ASaba Capital Management Amends 13D Filing for Invesco NY Muni Trustmedium

Risk Profile

Risk Assessment: Of VTN's 20 recent filings, 0 were flagged as high-risk, 12 as medium-risk, and 8 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Key Executives

  • Boaz R. Weinstein

Industry Context

The municipal bond market, particularly for investment-grade New York municipals, is influenced by interest rate environments, state and local government fiscal health, and tax legislation. Competition among municipal bond funds is significant, with investors seeking stable income and tax advantages. The trend towards active management and specialized strategies continues as fund managers aim to navigate credit risks and market volatility.

Top Tags

municipal-bonds (15) · proxy-statement (4) · amendment (4) · ownership-change (4) · ownership-filing (3) · sec-filing (3) · 13D-filing (2) · activist-investor (2) · activist-filing (2) · proxy-filing (2)

Key Numbers

Invesco Trust For Investment Grade New York Municipals Key Metrics
MetricValueContext
SEC File Number811-07868for Invesco Trust for Investment Grade New York Municipals
Business Phone404-439-3217for multiple Invesco trusts
Business Address Street 11555 Peachtree Street, N.E.for Invesco Advantage Municipal Income Trust II
Filing Date2025-06-20date of DEF 14A submission
Conformed Period of Report2025-08-12period covered by the proxy statement
Name Change Date19960102Indicates historical name changes for Invesco Advantage Municipal Income Trust II
Period of Report20240829The period covered by the filing.

Frequently Asked Questions

What are the latest SEC filings for Invesco Trust For Investment Grade New York Municipals (VTN)?

Invesco Trust For Investment Grade New York Municipals has 21 recent SEC filings from Feb 2024 to Jul 2025, including 11 SC 13D/A, 6 DEFA14A, 2 DEF 14A. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of VTN filings?

Across 21 filings, the sentiment breakdown is: 21 neutral. The dominant sentiment is neutral.

Where can I find Invesco Trust For Investment Grade New York Municipals SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Invesco Trust For Investment Grade New York Municipals (VTN) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Invesco Trust For Investment Grade New York Municipals?

Financial highlights for Invesco Trust For Investment Grade New York Municipals are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.

What is the investment thesis for VTN?

The investment thesis for VTN includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Invesco Trust For Investment Grade New York Municipals?

Key executives identified across Invesco Trust For Investment Grade New York Municipals's filings include Boaz R. Weinstein.

What are the main risk factors for Invesco Trust For Investment Grade New York Municipals stock?

Of VTN's 20 assessed filings, 0 were flagged high-risk, 12 medium-risk, and 8 low-risk.

What are recent predictions and forward guidance from Invesco Trust For Investment Grade New York Municipals?

Forward guidance and predictions for Invesco Trust For Investment Grade New York Municipals are extracted from SEC filings as they are enriched.

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