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 Q3	$246K	Sell	28,533 -2,876	-9%	-$28.5K	0.01%	660
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

Cornerstone Wealth Management's IQI Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Invesco Quality Municipal Securities (IQI) stake by 9.2% in Q3 2026, selling an estimated $28.5K and leaving 28,533 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #660.

Cornerstone Wealth Management first reported a position in IQI in Q2 2025 and has held it in 6 quarters since. The position peaked at $318K in Q2 2026. 57 funds tracked by Wall St. Rank hold IQI as of Q3 2026.

Cornerstone Wealth Management held 28,533 shares of Invesco Quality Municipal Securities worth $246K as of Q3 2026.
Cornerstone Wealth Management sold 2,876 Invesco Quality Municipal Securities shares in Q3 2026, an estimated $28.5K.
Invesco Quality Municipal Securities made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #660 holding.
Cornerstone Wealth Management first reported a position in Invesco Quality Municipal Securities in Q2 2025 and has held it in 6 quarters since.
Cornerstone Wealth Management's Invesco Quality Municipal Securities position peaked at $318K in Q2 2026.
57 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.