CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IIM Stock Details IIM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Buy
2023
Q4 		– Sell
2023
Q3 		$160K Buy
2023
Q2 		$180K Sell
2023
Q1 		$221K Buy
2022
Q4 		$218K Buy
2022
Q3 		$121K Buy
2014
Q1 		– Sell
2013
Q4 		$185K Buy
2013
Q3 		– Sell
2013
Q2 		$131K Buy