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

EPG 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
2020
Q1 		– Sell
-578
Closed -$9K – 813
2019
Q4 		$9K Buy
+578
New +$8.91K 0.01% 439

Other funds holding IIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

EPG Wealth Management's IIM Position: Q1 2020 in Review

EPG Wealth Management sold out of Invesco Value Municipal Income Trust (IIM) in Q1 2020, closing a stake of 578 shares — an estimated $9K sold.

EPG Wealth Management first reported a position in IIM in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 102 funds tracked by Wall St. Rank hold IIM as of Q1 2020.

  • EPG Wealth Management reported no remaining Invesco Value Municipal Income Trust position as of Q1 2020 after selling out during the quarter.
  • EPG Wealth Management sold 578 Invesco Value Municipal Income Trust shares in Q1 2020, an estimated $9K.
  • EPG Wealth Management first reported a position in Invesco Value Municipal Income Trust in Q4 2019 and held it in 1 quarter.
  • EPG Wealth Management's Invesco Value Municipal Income Trust position peaked at $9K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.