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B. Riley Wealth Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

B. Riley Wealth Advisors’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
2022
Q4 		– Sell
-11,237
Closed -$130K – 1542
2022
Q3 		$130K Buy
+11,237
New +$148K ﹤0.01% 1298
2016
Q4 		– Sell
-11,133
Closed -$183K – 579
2016
Q3 		$183K Buy
+11,133
New +$190K 0.04% 544

Other funds holding IIM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's IIM Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q4 2022, closing a stake of 11,237 shares — an estimated $130K sold.

B. Riley Wealth Advisors first reported a position in IIM in Q3 2016 and held it in 2 quarters. The position peaked at $183K in Q3 2016. 98 funds tracked by Wall St. Rank hold IIM as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,237 Invesco Value Municipal Income Trust shares in Q4 2022, an estimated $130K.
  • B. Riley Wealth Advisors first reported a position in Invesco Value Municipal Income Trust in Q3 2016 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Invesco Value Municipal Income Trust position peaked at $183K in Q3 2016.
  • 98 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.