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Avantax Advisory Services’s Invesco Quality Municipal Securities IQI Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-26,715
Closed -$330K – 1138
2020
Q3 		$330K Buy
+26,715
New +$330K 0.01% 981

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RCM
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GC
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UBS Group
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MSL
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Morgan Stanley
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JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avantax Advisory Services's IQI Position: Q4 2020 in Review

Avantax Advisory Services sold out of Invesco Quality Municipal Securities (IQI) in Q4 2020, closing a stake of 26,715 shares — an estimated $330K sold.

Avantax Advisory Services first reported a position in IQI in Q3 2020 and held it in 1 quarter. The position peaked at $330K in Q3 2020. 89 funds tracked by Wall St. Rank hold IQI as of Q4 2020.

  • Avantax Advisory Services reported no remaining Invesco Quality Municipal Securities position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 26,715 Invesco Quality Municipal Securities shares in Q4 2020, an estimated $330K.
  • Avantax Advisory Services first reported a position in Invesco Quality Municipal Securities in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Invesco Quality Municipal Securities position peaked at $330K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.