Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Cambridge Investment Research Advisors’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 		$2.39M Buy
236,259
+15,109
+7% +$149K 0.01% 1434
2026
Q1 		$2.13M Buy
221,150
+32,655
+17% +$327K 0.01% 1544
2025
Q4 		$1.88M Buy
188,495
+22,047
+13% +$220K 0.01% 1586
2025
Q3 		$1.64M Buy
166,448
+30,945
+23% +$294K ﹤0.01% 1658
2025
Q2 		$1.27M Sell
135,503
-18,510
-12% -$174K ﹤0.01% 1762
2025
Q1 		$1.49M Sell
154,013
-6,717
-4% -$66.4K 0.01% 1562
2024
Q4 		$1.58M Sell
160,730
-14,975
-9% -$151K 0.01% 1532
2024
Q3 		$1.83M Buy
175,705
+4,566
+3% +$46.5K 0.01% 1417
2024
Q2 		$1.7M Sell
171,139
-11,444
-6% -$110K 0.01% 1398
2024
Q1 		$1.77M Buy
182,583
+2,882
+2% +$27.5K 0.01% 1347
2023
Q4 		$1.71M Sell
179,701
-10,945
-6% -$96.6K 0.01% 1305
2023
Q3 		$1.6M Buy
190,646
+3,724
+2% +$34.3K 0.01% 1274
2023
Q2 		$1.79M Sell
186,922
-3,060
-2% -$29.2K 0.01% 1235
2023
Q1 		$1.9M Sell
189,982
-5,589
-3% -$54.8K 0.01% 1157
2022
Q4 		$1.84M Buy
195,571
+915
+0.5% +$8.56K 0.01% 1123
2022
Q3 		$1.78M Buy
194,656
+6,980
+4% +$71.2K 0.01% 1106
2022
Q2 		$1.92M Buy
187,676
+118,916
+173% +$1.24M 0.01% 1068
2022
Q1 		$779K Buy
68,760
+4,079
+6% +$48.9K ﹤0.01% 1762
2021
Q4 		$879K Sell
64,681
-1,122
-2% -$14.8K ﹤0.01% 1670
2021
Q3 		$867K Buy
65,803
+832
+1% +$11.4K ﹤0.01% 1646
2021
Q2 		$877K Buy
64,971
+557
+0.9% +$7.38K ﹤0.01% 1625
2021
Q1 		$835K Sell
64,414
-67
-0.1% -$864 ﹤0.01% 1559
2020
Q4 		$841K Buy
64,481
+13,841
+27% +$173K ﹤0.01% 1416
2020
Q3 		$626K Sell
50,640
-521
-1% -$6.45K ﹤0.01% 1459
2020
Q2 		$610K Sell
51,161
-41,697
-45% -$488K ﹤0.01% 1443
2020
Q1 		$1.09M Sell
92,858
-7,243
-7% -$90.1K 0.01% 928
2019
Q4 		$1.26M Sell
100,101
-61
-0.1% -$764 0.01% 1023
2019
Q3 		$1.28M Sell
100,162
-1,295
-1% -$16.5K 0.01% 946
2019
Q2 		$1.26M Buy
101,457
+3,209
+3% +$39.1K 0.01% 921
2019
Q1 		$1.19M Buy
98,248
+1,812
+2% +$21.5K 0.01% 953
2018
Q4 		$1.08M Buy
96,436
+9,284
+11% +$104K 0.01% 896
2018
Q3 		$1.01M Buy
87,152
+19,991
+30% +$238K 0.01% 1021
2018
Q2 		$801K Sell
67,161
-2,559
-4% -$30.4K 0.01% 1108
2018
Q1 		$830K Sell
69,720
-7,957
-10% -$96K 0.01% 1038
2017
Q4 		$972K Sell
77,677
-7,567
-9% -$94.6K 0.01% 920
2017
Q3 		$1.09M Buy
85,244
+6,297
+8% +$80.6K 0.01% 815
2017
Q2 		$1.01M Sell
78,947
-1,271
-2% -$16K 0.01% 810
2017
Q1 		$997K Buy
80,218
+951
+1% +$11.8K 0.02% 726
2016
Q4 		$983K Sell
79,267
-23,104
-23% -$294K 0.02% 685
2016
Q3 		$1.41M Buy
102,371
+11,751
+13% +$163K 0.03% 539
2016
Q2 		$1.25M Buy
90,620
+7,109
+9% +$96K 0.03% 513
2016
Q1 		$1.1M Sell
83,511
-310
-0.4% -$4.01K 0.03% 528
2015
Q4 		$1.06M Buy
83,821
+5,559
+7% +$68.5K 0.03% 524
2015
Q3 		$951K Buy
78,262
+39,061
+100% +$466K 0.03% 496
2015
Q2 		$463K Buy
39,201
+11,087
+39% +$135K 0.01% 851
2015
Q1 		$353K Hold
28,114
– – 0.01% 976
2014
Q4 		$351K Buy
28,114
+801
+3% +$9.9K 0.01% 945
2014
Q3 		$331K Hold
27,313
– – 0.01% 1044
2014
Q2 		$335K Hold
27,313
– – 0.01% 958
2014
Q1 		$323K Buy
27,313
+1,310
+5% +$15.3K 0.01% 923
2013
Q4 		$289K Hold
26,003
– – 0.01% 906
2013
Q3 		$301K Sell
26,003
-2,828
-10% -$32.1K 0.01% 833
2013
Q2 		$349K Buy
+28,831
New +$374K 0.02% 693

Other funds holding IQI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors's IQI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco Quality Municipal Securities (IQI) stake by 6.8% in Q2 2026, buying an estimated $149K and bringing the position to 236,259 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #1434.

Cambridge Investment Research Advisors first reported a position in IQI in Q2 2013 and has held it in 53 quarters since. 32 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Cambridge Investment Research Advisors held 236,259 shares of Invesco Quality Municipal Securities worth $2.39M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 15,109 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $149K.
  • Invesco Quality Municipal Securities made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1434 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Quality Municipal Securities in Q2 2013 and has held it in 53 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.