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Cornerstone Wealth Management’s Invesco Quality Municipal Securities IQI Stock Holding History

Cornerstone Wealth Management’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 		$318K Buy
31,409
+727
+2% +$7.17K 0.01% 601
2026
Q1 		$295K Buy
30,682
+15,343
+100% +$154K 0.01% 582
2025
Q4 		$153K Buy
15,339
+1,070
+7% +$10.7K 0.01% 668
2025
Q3 		$141K Buy
14,269
+2,759
+24% +$26.2K 0.01% 663
2025
Q2 		$108K Buy
+11,510
New +$108K 0.01% 635

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
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 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
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Cornerstone Wealth Management's IQI Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Invesco Quality Municipal Securities (IQI) stake by 2.4% in Q2 2026, buying an estimated $7.17K and bringing the position to 31,409 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #601.

Cornerstone Wealth Management first reported a position in IQI in Q2 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Cornerstone Wealth Management held 31,409 shares of Invesco Quality Municipal Securities worth $318K as of Q2 2026.
  • Cornerstone Wealth Management bought 727 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $7.17K.
  • Invesco Quality Municipal Securities made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #601 holding.
  • Cornerstone Wealth Management first reported a position in Invesco Quality Municipal Securities in Q2 2025 and has held it in 5 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.