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Abound Wealth Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Abound Wealth Management’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500
Closed -$6.08K – 1468
2026
Q1 		$6.08K Buy
+500
New +$6.29K ﹤0.01% 687

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Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Abound Wealth Management's IIM Position: Q2 2026 in Review

Abound Wealth Management sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2026, closing a stake of 500 shares — an estimated $6.08K sold.

Abound Wealth Management first reported a position in IIM in Q1 2026 and held it in 1 quarter. The position peaked at $6.08K in Q1 2026. 85 funds tracked by Wall St. Rank hold IIM as of Q2 2026.

  • Abound Wealth Management reported no remaining Invesco Value Municipal Income Trust position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 500 Invesco Value Municipal Income Trust shares in Q2 2026, an estimated $6.08K.
  • Abound Wealth Management first reported a position in Invesco Value Municipal Income Trust in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Invesco Value Municipal Income Trust position peaked at $6.08K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.