Cetera Investment Advisers
IIM icon

Cetera Investment Advisers’s Invesco Value Municipal Income Trust IIM Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$2.07M Buy
170,394
+13,028
+8% +$164K ﹤0.01% 2252
2025
Q4 		$1.94M Buy
157,366
+1,211
+0.8% +$15.1K ﹤0.01% 2232
2025
Q3 		$1.96M Sell
156,155
-2,205
-1% -$26K ﹤0.01% 2183
2025
Q2 		$1.84M Buy
158,360
+12,147
+8% +$142K ﹤0.01% 1902
2025
Q1 		$1.75M Sell
146,213
-2,535
-2% -$30.8K ﹤0.01% 1842
2024
Q4 		$1.77M Buy
148,748
+3,527
+2% +$43.8K ﹤0.01% 1744
2024
Q3 		$1.87M Buy
145,221
+22,128
+18% +$280K ﹤0.01% 1668
2024
Q2 		$1.52M Sell
123,093
-41,249
-25% -$485K ﹤0.01% 1782
2024
Q1 		$1.97M Buy
164,342
+151,762
+1,206% +$1.78M ﹤0.01% 1555
2023
Q4 		$148K Buy
+12,580
New +$138K ﹤0.01% 2096

Other funds holding IIM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return