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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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. 99 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.
99 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.