Envestnet Asset Management
IIM icon

Envestnet Asset Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Envestnet Asset 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 		$138K Buy
+11,360
New +$143K ﹤0.01% 4581
2023
Q1 		– Sell
-28,439
Closed -$343K – 4034
2022
Q4 		$343K Buy
28,439
+5,336
+23% +$62.4K ﹤0.01% 3340
2022
Q3 		$266K Buy
23,103
+3,159
+16% +$41.7K ﹤0.01% 3423
2022
Q2 		$257K Buy
19,944
+5,470
+38% +$71.7K ﹤0.01% 3447
2022
Q1 		$202K Buy
14,474
+2,689
+23% +$40.2K ﹤0.01% 3679
2021
Q4 		$201K Buy
+11,785
New +$193K ﹤0.01% 3661
2020
Q1 		– Sell
-16,511
Closed -$253K – 3051
2019
Q4 		$253K Buy
+16,511
New +$255K ﹤0.01% 2810
2016
Q4 		– Sell
-3,000
Closed -$49K – 3201
2016
Q3 		$49K Buy
+3,000
New +$51.1K ﹤0.01% 2594

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GC
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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