Avior Wealth Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Avior Wealth Management’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	$160K	Hold	12,600	–	–	﹤0.01%	769
2026 Q1	$153K	Hold	12,600	–	–	﹤0.01%	808
2025 Q4	$155K	Buy	+12,600	New	+$157K	﹤0.01%	730
2025 Q1	–	Sell	-4,500	Closed	-$53.5K	–	1508
2024 Q4	$53.5K	Buy	+4,500	New	+$55.9K	﹤0.01%	1123
2023 Q1	–	Sell	-8,000	Closed	-$96.4K	–	1648
2022 Q4	$96.4K	Buy	+8,000	New	+$93.5K	0.01%	536

Other funds holding IIM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return