Corient Private Wealth
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Corient Private Wealth’s Invesco Value Municipal Income Trust IIM Stock Holding History

Corient Private Wealth’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,450
Closed -$148K – 2351
2024
Q4 		$148K Buy
12,450
+1,000
+9% +$11.9K ﹤0.01% 2175
2024
Q3 		$147K Buy
+11,450
New +$147K ﹤0.01% 2240