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Altus Wealth Group’s Invesco Quality Municipal Securities IQI Stock Holding History

Altus Wealth Group’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,487
Closed -$111K – 466
2020
Q4 		$111K Buy
+8,487
New +$106K 0.11% 128

Other funds holding IQI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Altus Wealth Group sold out of Invesco Quality Municipal Securities (IQI) in Q1 2021, closing a stake of 8,487 shares — an estimated $111K sold.

Altus Wealth Group first reported a position in IQI in Q4 2020 and held it in 1 quarter. The position peaked at $111K in Q4 2020. 87 funds tracked by Wall St. Rank hold IQI as of Q1 2021.

  • Altus Wealth Group reported no remaining Invesco Quality Municipal Securities position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 8,487 Invesco Quality Municipal Securities shares in Q1 2021, an estimated $111K.
  • Altus Wealth Group first reported a position in Invesco Quality Municipal Securities in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Invesco Quality Municipal Securities position peaked at $111K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2021.

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