CPA
IQI icon

Clear Point Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Clear Point 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
2026
Q2 		– Sell
-1,411
Closed -$271K – 113
2026
Q1 		$271K Buy
+1,411
New +$14.1K 0.21% 67

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Clear Point Advisors's IQI Position: Q2 2026 in Review

Clear Point Advisors sold out of Invesco Quality Municipal Securities (IQI) in Q2 2026, closing a stake of 1,411 shares — an estimated $271K sold.

Clear Point Advisors first reported a position in IQI in Q1 2026 and held it in 1 quarter. The position peaked at $271K in Q1 2026. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Clear Point Advisors reported no remaining Invesco Quality Municipal Securities position as of Q2 2026 after selling out during the quarter.
  • Clear Point Advisors sold 1,411 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $271K.
  • Clear Point Advisors first reported a position in Invesco Quality Municipal Securities in Q1 2026 and held it in 1 quarter.
  • Clear Point Advisors's Invesco Quality Municipal Securities position peaked at $271K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.