DWM
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Darwin Wealth Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Darwin Wealth Management’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.9K Hold
1,473
– – 0.01% 318
2025
Q4 		$18.1K Hold
1,473
– – 0.01% 318
2025
Q3 		$18.5K Hold
1,473
– – 0.01% 312
2025
Q2 		$17.1K Hold
1,473
– – 0.01% 299
2025
Q1 		$17.5K Hold
1,473
– – 0.01% 323
2024
Q4 		$17.5K Hold
1,473
– – 0.01% 323
2024
Q3 		$19K Buy
+1,473
New +$18.6K 0.01% 317
2020
Q2 		– Sell
-1,473
Closed -$20K – 430
2020
Q1 		$20K Buy
+1,473
New +$22.3K 0.01% 363

Other funds holding IIM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return