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

Activest 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
-800
Closed -$9.73K – 1424
2026
Q1 		$9.73K Buy
+800
New +$10.1K ﹤0.01% 694
2025
Q4 		– Sell
-800
Closed -$10K – 1223
2025
Q3 		$10K Hold
800
– – ﹤0.01% 508
2025
Q2 		$9.31K Hold
800
– – ﹤0.01% 441
2025
Q1 		$9.58K Hold
800
– – ﹤0.01% 407
2024
Q4 		$9.51K Hold
800
– – ﹤0.01% 321
2024
Q3 		$10.3K Buy
+800
New +$10.1K ﹤0.01% 317

Other funds holding IIM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
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

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

Activest Wealth Management sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2026, closing a stake of 800 shares — an estimated $9.73K sold.

Activest Wealth Management first reported a position in IIM in Q3 2024 and held it in 6 quarters. The position peaked at $10.3K in Q3 2024. 86 funds tracked by Wall St. Rank hold IIM as of Q2 2026.

  • Activest Wealth Management reported no remaining Invesco Value Municipal Income Trust position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 800 Invesco Value Municipal Income Trust shares in Q2 2026, an estimated $9.73K.
  • Activest Wealth Management first reported a position in Invesco Value Municipal Income Trust in Q3 2024 and held it in 6 quarters.
  • Activest Wealth Management's Invesco Value Municipal Income Trust position peaked at $10.3K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.