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Farther Finance Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Farther Finance Advisors’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
2025
Q2 		– Sell
-2,290
Closed -$27.5K – 4573
2025
Q1 		$27.5K Buy
+2,290
New +$27.8K ﹤0.01% 2210

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
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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

Farther Finance Advisors's IIM Position: Q2 2025 in Review

Farther Finance Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2025, closing a stake of 2,290 shares — an estimated $27.5K sold.

Farther Finance Advisors first reported a position in IIM in Q1 2025 and held it in 1 quarter. The position peaked at $27.5K in Q1 2025. 89 funds tracked by Wall St. Rank hold IIM as of Q2 2025.

  • Farther Finance Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 2,290 Invesco Value Municipal Income Trust shares in Q2 2025, an estimated $27.5K.
  • Farther Finance Advisors first reported a position in Invesco Value Municipal Income Trust in Q1 2025 and held it in 1 quarter.
  • Farther Finance Advisors's Invesco Value Municipal Income Trust position peaked at $27.5K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.