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Atomi Financial Group’s Invesco Quality Municipal Securities IQI Stock Holding History

Atomi Financial 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
2026
Q1 		$289K Buy
30,041
+1,764
+6% +$17.7K 0.01% 966
2025
Q4 		$282K Buy
28,277
+6,267
+28% +$62.6K 0.01% 970
2025
Q3 		$217K Buy
22,010
+2,045
+10% +$19.4K 0.01% 1081
2025
Q2 		$187K Sell
19,965
-4,311
-18% -$40.4K 0.01% 1053
2025
Q1 		$235K Buy
24,276
+2,552
+12% +$25.2K 0.01% 895
2024
Q4 		$214K Sell
21,724
-1,448
-6% -$14.6K 0.01% 891
2024
Q3 		$242K Buy
23,172
+2,049
+10% +$20.9K 0.02% 765
2024
Q2 		$210K Buy
21,123
+1,038
+5% +$9.96K 0.02% 721
2024
Q1 		$194K Buy
20,085
+7,532
+60% +$72K 0.02% 685
2023
Q4 		$119K Sell
12,553
-6,168
-33% -$54.4K 0.02% 575
2023
Q3 		$157K Buy
+18,721
New +$172K 0.05% 326

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Atomi Financial Group's IQI Position: Q1 2026 in Review

Atomi Financial Group increased its Invesco Quality Municipal Securities (IQI) stake by 6.2% in Q1 2026, buying an estimated $17.7K and bringing the position to 30,041 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #966.

Atomi Financial Group first reported a position in IQI in Q3 2023 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold IQI as of Q1 2026.

  • Atomi Financial Group held 30,041 shares of Invesco Quality Municipal Securities worth $289K as of Q1 2026.
  • Atomi Financial Group bought 1,764 Invesco Quality Municipal Securities shares in Q1 2026, an estimated $17.7K.
  • Invesco Quality Municipal Securities made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #966 holding.
  • Atomi Financial Group first reported a position in Invesco Quality Municipal Securities in Q3 2023 and has held it in 11 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.