ATPW
IIM icon

Ashton Thomas Private Wealth’s Invesco Value Municipal Income Trust IIM Stock Holding History

Ashton Thomas Private Wealth’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
Q1 		– Sell
-19,321
Closed -$238K – 1528
2025
Q4 		$238K Hold
19,321
– – 0.01% 905
2025
Q3 		$242K Hold
19,321
– – 0.01% 874
2025
Q2 		$225K Buy
+19,321
New +$226K 0.01% 772
2024
Q4 		– Sell
-15,000
Closed -$193K – 789
2024
Q3 		$193K Hold
15,000
– – 0.01% 597
2024
Q2 		$185K Hold
15,000
– – 0.01% 582
2024
Q1 		$180K Hold
15,000
– – 0.01% 579
2023
Q4 		$176K Hold
15,000
– – 0.01% 561
2023
Q3 		$156K Hold
15,000
– – 0.01% 545
2023
Q2 		$177K Buy
+15,000
New +$177K 0.01% 553

Other funds holding IIM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return