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

Centerpoint 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
Q1 		– Sell
-467
Closed -$8K – 428
2021
Q4 		$8K Buy
+467
New +$7.67K ﹤0.01% 241

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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Centerpoint Advisors's IIM Position: Q1 2022 in Review

Centerpoint Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q1 2022, closing a stake of 467 shares — an estimated $8K sold.

Centerpoint Advisors first reported a position in IIM in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 88 funds tracked by Wall St. Rank hold IIM as of Q1 2022.

  • Centerpoint Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q1 2022 after selling out during the quarter.
  • Centerpoint Advisors sold 467 Invesco Value Municipal Income Trust shares in Q1 2022, an estimated $8K.
  • Centerpoint Advisors first reported a position in Invesco Value Municipal Income Trust in Q4 2021 and held it in 1 quarter.
  • Centerpoint Advisors's Invesco Value Municipal Income Trust position peaked at $8K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2022.

Based on Centerpoint Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.