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Ashton Thomas Private Wealth’s Invesco Quality Municipal Securities IQI Stock Holding History

Ashton Thomas Private Wealth’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
2026
Q2 		$274K Buy
27,100
+6,000
+28% +$59.2K 0.01% 1023
2026
Q1 		$203K Buy
21,100
+6,100
+41% +$61.1K ﹤0.01% 1047
2025
Q4 		$149K Hold
15,000
– – ﹤0.01% 982
2025
Q3 		$148K Buy
+15,000
New +$142K ﹤0.01% 950

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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 $6.56B AUM 35.09% 1-Year Est. Return

Ashton Thomas Private Wealth's IQI Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Invesco Quality Municipal Securities (IQI) stake by 28% in Q2 2026, buying an estimated $59.2K and bringing the position to 27,100 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #1023.

Ashton Thomas Private Wealth first reported a position in IQI in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Ashton Thomas Private Wealth held 27,100 shares of Invesco Quality Municipal Securities worth $274K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 6,000 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $59.2K.
  • Invesco Quality Municipal Securities made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1023 holding.
  • Ashton Thomas Private Wealth first reported a position in Invesco Quality Municipal Securities in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.