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Centerpoint Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Centerpoint 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
2022
Q1 		– Sell
-413
Closed -$6K – 430
2021
Q4 		$6K Buy
+413
New +$5.45K ﹤0.01% 262

Other funds holding IQI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Centerpoint Advisors's IQI Position: Q1 2022 in Review

Centerpoint Advisors sold out of Invesco Quality Municipal Securities (IQI) in Q1 2022, closing a stake of 413 shares — an estimated $6K sold.

Centerpoint Advisors first reported a position in IQI in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 92 funds tracked by Wall St. Rank hold IQI as of Q1 2022.

  • Centerpoint Advisors reported no remaining Invesco Quality Municipal Securities position as of Q1 2022 after selling out during the quarter.
  • Centerpoint Advisors sold 413 Invesco Quality Municipal Securities shares in Q1 2022, an estimated $6K.
  • Centerpoint Advisors first reported a position in Invesco Quality Municipal Securities in Q4 2021 and held it in 1 quarter.
  • Centerpoint Advisors's Invesco Quality Municipal Securities position peaked at $6K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2022.

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