CoreCap Advisors
IQI icon

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

CoreCap 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
Q3 		– Sell
-1,600
Closed -$16.2K – 3259
2026
Q2 		$16.2K Buy
+1,600
New +$15.8K ﹤0.01% 1887

Other funds holding IQI

Hennion & Walsh Asset Management
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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return
Hardin Capital Partners
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CoreCap Advisors's IQI Position: Q3 2026 in Review

CoreCap Advisors sold out of Invesco Quality Municipal Securities (IQI) in Q3 2026, closing a stake of 1,600 shares — an estimated $16.2K sold.

CoreCap Advisors first reported a position in IQI in Q2 2026 and held it in 1 quarter. The position peaked at $16.2K in Q2 2026. 21 funds tracked by Wall St. Rank hold IQI as of Q3 2026.

  • CoreCap Advisors reported no remaining Invesco Quality Municipal Securities position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 1,600 Invesco Quality Municipal Securities shares in Q3 2026, an estimated $16.2K.
  • CoreCap Advisors first reported a position in Invesco Quality Municipal Securities in Q2 2026 and held it in 1 quarter.
  • CoreCap Advisors's Invesco Quality Municipal Securities position peaked at $16.2K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.