Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco Quality Municipal Securities IQI Stock Holding History

Cetera Investment Advisers’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
Q1 		$1.4M Buy
145,278
+7,461
+5% +$74.8K ﹤0.01% 2611
2025
Q4 		$1.37M Buy
137,817
+5,846
+4% +$58.4K ﹤0.01% 2551
2025
Q3 		$1.3M Buy
131,971
+15,346
+13% +$146K ﹤0.01% 2545
2025
Q2 		$1.09M Buy
116,625
+3,467
+3% +$32.5K ﹤0.01% 2304
2025
Q1 		$1.1M Sell
113,158
-70
-0.1% -$692 ﹤0.01% 2193
2024
Q4 		$1.12M Sell
113,228
-10,292
-8% -$104K ﹤0.01% 2090
2024
Q3 		$1.29M Sell
123,520
-5,887
-5% -$60K ﹤0.01% 1935
2024
Q2 		$1.28M Buy
129,407
+1,827
+1% +$17.5K ﹤0.01% 1887
2024
Q1 		$1.23M Buy
+127,580
New +$1.22M ﹤0.01% 1916
2023
Q2 		– Sell
-11,656
Closed -$116K – 2258
2023
Q1 		$116K Buy
+11,656
New +$114K ﹤0.01% 2047

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return