EWM
IIM icon

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

Empirical 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
2022
Q2 		– Sell
-25,211
Closed -$351K – 498
2022
Q1 		$351K Buy
+25,211
New +$377K 0.02% 380

Other funds holding IIM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Empirical Wealth Management's IIM Position: Q2 2022 in Review

Empirical Wealth Management sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2022, closing a stake of 25,211 shares — an estimated $351K sold.

Empirical Wealth Management first reported a position in IIM in Q1 2022 and held it in 1 quarter. The position peaked at $351K in Q1 2022. 88 funds tracked by Wall St. Rank hold IIM as of Q2 2022.

  • Empirical Wealth Management reported no remaining Invesco Value Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 25,211 Invesco Value Municipal Income Trust shares in Q2 2022, an estimated $351K.
  • Empirical Wealth Management first reported a position in Invesco Value Municipal Income Trust in Q1 2022 and held it in 1 quarter.
  • Empirical Wealth Management's Invesco Value Municipal Income Trust position peaked at $351K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.