Envestnet Asset Management
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Envestnet Asset Management’s Invesco Quality Municipal Securities IQI Stock Holding History

Envestnet Asset 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
Q2 		$136K Buy
+13,470
New +$133K ﹤0.01% 4705

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Commonwealth Equity Services
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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management's IQI Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Invesco Quality Municipal Securities (IQI) in Q2 2026: 13,470 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #4705 among its holdings.

54 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Envestnet Asset Management held 13,470 shares of Invesco Quality Municipal Securities worth $136K as of Q2 2026.
  • Invesco Quality Municipal Securities was a new Envestnet Asset Management position in Q2 2026.
  • Invesco Quality Municipal Securities made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4705 holding.
  • 54 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.