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Arkadios Wealth Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Arkadios Wealth Advisors’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
-234,328
Closed -$2.85M – 1821
2026
Q1 		$2.85M Buy
+234,328
New +$2.95M 0.05% 404
2021
Q4 		– Sell
-116
Closed -$1K – 1151
2021
Q3 		$1K Sell
116
-209
-64% -$3.53K ﹤0.01% 1811
2021
Q2 		$5K Buy
+325
New +$5.23K ﹤0.01% 1728

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

Arkadios Wealth Advisors's IIM Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2026, closing a stake of 234,328 shares — an estimated $2.85M sold.

Arkadios Wealth Advisors first reported a position in IIM in Q2 2021 and held it in 3 quarters. The position peaked at $2.85M in Q1 2026. 85 funds tracked by Wall St. Rank hold IIM as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 234,328 Invesco Value Municipal Income Trust shares in Q2 2026, an estimated $2.85M.
  • Arkadios Wealth Advisors first reported a position in Invesco Value Municipal Income Trust in Q2 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Invesco Value Municipal Income Trust position peaked at $2.85M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.