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Invesco Value Municipal Income Trust

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Capital Investment Advisors
26
Capital Investment Advisors
Georgia
USD 514 k -USD 49.2 k -3,989 -9%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
USD 495 k -USD 82.5 k -6,690 -15%
TWP
28
Tyche Wealth Partners
Texas
USD 444 k – – –
WQ
29
Wealth Quarterback
New Jersey
USD 395 k +USD 2.34 k +190 +0.6%
Concurrent Investment Advisors
30
Concurrent Investment Advisors
Florida
USD 387 k +USD 74 k +6,000 +25%
FAG
31
Fortitude Advisory Group
Washington
USD 363 k +USD 23.7 k +1,920 +7%
CWM
32
Cornerstone Wealth Management
Missouri
USD 359 k +USD 3.21 k +260 +0.9%
Goldman Sachs
33
Goldman Sachs
New York
USD 301 k – – –
CIBC Bancorp USA
34
CIBC Bancorp USA
Illinois
USD 297 k -USD 12.2 k -993 -4%
Private Advisor Group
35
Private Advisor Group
New Jersey
USD 264 k -USD 65.8 k -5,333 -20%
WMG
36
WESCAP Management Group
California
USD 258 k – – –
Nuveen
37
Nuveen
North Carolina
USD 245 k – – –
Integrated Wealth Concepts
38
Integrated Wealth Concepts
Massachusetts
USD 232 k – – –
Hollencrest Capital Management
39
Hollencrest Capital Management
California
USD 231 k – – –
XTX Topco
40
XTX Topco
Cayman Islands
USD 231 k +USD 224 k +18,137 Nuevas
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
USD 230 k +USD 128 k +10,409 +136%
Family Management
42
Family Management
New York
USD 223 k – – –
LW
43
Lauer Wealth
Indiana
USD 212 k – – –
Quantinno Capital Management
44
Quantinno Capital Management
New York
USD 205 k +USD 46.1 k +3,738 +30%
Kestra Advisory Services
45
Kestra Advisory Services
Texas
USD 192 k -USD 79.5 k -6,445 -30%
ZWA
46
Zinnia Wealth Advisory
Florida
USD 185 k +USD 3.32 k +269 +2%
UWP
47
Uniting Wealth Partners
Kansas
USD 177 k +USD 654 +53 +0.4%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
USD 172 k +USD 26.4 k +2,143 +19%
GP
49
Gridiron Partners
Pennsylvania
USD 171 k -USD 145 k -11,777 -47%
US Bancorp
50
US Bancorp
Minnesota
USD 167 k – – –