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Avior Wealth Management’s Invesco Quality Municipal Securities IQI Stock Holding History

Avior Wealth Management’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 		$159K Hold
15,700
– – ﹤0.01% 770
2026
Q1 		$151K Hold
15,700
– – ﹤0.01% 810
2025
Q4 		$156K Buy
+15,700
New +$157K ﹤0.01% 728
2025
Q2 		– Sell
-17,401
Closed -$168K – 736
2025
Q1 		$168K Sell
17,401
-2,217
-11% -$21.9K 0.01% 675
2024
Q4 		$193K Buy
19,618
+5,841
+42% +$58.9K 0.01% 710
2024
Q3 		$144K Sell
13,777
-196
-1% -$2K 0.01% 785
2024
Q2 		$139K Hold
13,973
– – 0.01% 773
2024
Q1 		$135K Buy
+13,973
New +$134K 0.01% 833
2023
Q1 		– Sell
-10,000
Closed -$94.2K – 1645
2022
Q4 		$94.2K Buy
+10,000
New +$93.5K 0.01% 541

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 $112B AUM 36.28% 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

Avior Wealth Management's IQI Position: Q2 2026 in Review

Avior Wealth Management held its Invesco Quality Municipal Securities (IQI) position steady in Q2 2026 at 15,700 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Avior Wealth Management first reported a position in IQI in Q4 2022 and has held it in 9 quarters since. The position peaked at $193K in Q4 2024. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Avior Wealth Management held 15,700 shares of Invesco Quality Municipal Securities worth $159K as of Q2 2026.
  • Avior Wealth Management left its Invesco Quality Municipal Securities share count unchanged in Q2 2026.
  • Invesco Quality Municipal Securities made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2026, its #770 holding.
  • Avior Wealth Management first reported a position in Invesco Quality Municipal Securities in Q4 2022 and has held it in 9 quarters since.
  • Avior Wealth Management's Invesco Quality Municipal Securities position peaked at $193K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.