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Community Financial Services Group’s Invesco Quality Municipal Securities IQI Stock Holding History

Community Financial Services Group’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 		$8.92K Hold
877
– – ﹤0.01% 390
2026
Q1 		$8.47K Buy
+877
New +$8.79K ﹤0.01% 338

Other funds holding IQI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

Community Financial Services Group's IQI Position: Q2 2026 in Review

Community Financial Services Group held its Invesco Quality Municipal Securities (IQI) position steady in Q2 2026 at 877 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Community Financial Services Group first reported a position in IQI in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Community Financial Services Group held 877 shares of Invesco Quality Municipal Securities worth $8.92K as of Q2 2026.
  • Community Financial Services Group left its Invesco Quality Municipal Securities share count unchanged in Q2 2026.
  • Invesco Quality Municipal Securities made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #390 holding.
  • Community Financial Services Group first reported a position in Invesco Quality Municipal Securities in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.