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Altus Wealth Group’s Invesco Value Municipal Income Trust IIM Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-9,027
Closed -$141K – 456
2020
Q4 		$141K Buy
+9,027
New +$137K 0.13% 117

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KIM
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SIA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Altus Wealth Group's IIM Position: Q1 2021 in Review

Altus Wealth Group sold out of Invesco Value Municipal Income Trust (IIM) in Q1 2021, closing a stake of 9,027 shares — an estimated $141K sold.

Altus Wealth Group first reported a position in IIM in Q4 2020 and held it in 1 quarter. The position peaked at $141K in Q4 2020. 87 funds tracked by Wall St. Rank hold IIM as of Q1 2021.

  • Altus Wealth Group reported no remaining Invesco Value Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 9,027 Invesco Value Municipal Income Trust shares in Q1 2021, an estimated $141K.
  • Altus Wealth Group first reported a position in Invesco Value Municipal Income Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Invesco Value Municipal Income Trust position peaked at $141K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.