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

Drive 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
2023
Q4 		– Sell
-10,386
Closed -$87.1K – 313
2023
Q3 		$87.1K Sell
10,386
-2,400
-19% -$22.1K 0.03% 266
2023
Q2 		$122K Sell
12,786
-9,914
-44% -$94.5K 0.05% 267
2023
Q1 		$227K Sell
22,700
-9,513
-30% -$93.3K 0.09% 231
2022
Q4 		$303K Sell
32,213
-5,117
-14% -$47.9K 0.15% 156
2022
Q3 		$341K Sell
37,330
-5,364
-13% -$54.8K 0.32% 94
2022
Q2 		$436K Buy
42,694
+396
+0.9% +$4.12K 0.4% 72
2022
Q1 		$479K Buy
42,298
+1,453
+4% +$17.4K 0.4% 68
2021
Q4 		$555K Buy
+40,845
New +$539K 0.49% 52

Other funds holding IQI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Drive Wealth Management's IQI Position: Q4 2023 in Review

Drive Wealth Management sold out of Invesco Quality Municipal Securities (IQI) in Q4 2023, closing a stake of 10,386 shares — an estimated $87.1K sold.

Drive Wealth Management first reported a position in IQI in Q4 2021 and held it in 8 quarters. The position peaked at $555K in Q4 2021. 104 funds tracked by Wall St. Rank hold IQI as of Q4 2023.

  • Drive Wealth Management reported no remaining Invesco Quality Municipal Securities position as of Q4 2023 after selling out during the quarter.
  • Drive Wealth Management sold 10,386 Invesco Quality Municipal Securities shares in Q4 2023, an estimated $87.1K.
  • Drive Wealth Management first reported a position in Invesco Quality Municipal Securities in Q4 2021 and held it in 8 quarters.
  • Drive Wealth Management's Invesco Quality Municipal Securities position peaked at $555K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q4 2023.

Based on Drive Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.