Financial Advocates Investment Management’s Invesco Quality Municipal Securities IQI Stock Holding History

Financial Advocates Investment 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
2022 Q1	–	Sell	-24,430	Closed	-$332K	–	769
2021 Q4	$332K	Buy	24,430 +164	+0.7%	+$2.17K	0.02%	607
2021 Q3	$320K	Buy	24,266 +4,134	+21%	+$56.5K	0.02%	603
2021 Q2	$272K	Buy	20,132 +156	+0.8%	+$2.07K	0.02%	628
2021 Q1	$259K	Sell	19,976 -1,001	-5%	-$12.9K	0.02%	652
2020 Q4	$274K	Buy	20,977 +163	+0.8%	+$2.04K	0.02%	591
2020 Q3	$257K	Buy	20,814 +183	+0.9%	+$2.26K	0.02%	512
2020 Q2	$246K	Buy	+20,631	New	+$242K	0.02%	509
2018 Q2	–	Sell	-11,198	Closed	-$133K	–	496
2018 Q1	$133K	Buy	+11,198	New	+$135K	0.02%	471

Other funds holding IQI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's IQI Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Invesco Quality Municipal Securities (IQI) in Q1 2022, closing a stake of 24,430 shares — an estimated $332K sold.

Financial Advocates Investment Management first reported a position in IQI in Q1 2018 and held it in 8 quarters. The position peaked at $332K in Q4 2021. 92 funds tracked by Wall St. Rank hold IQI as of Q1 2022.

Financial Advocates Investment Management reported no remaining Invesco Quality Municipal Securities position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 24,430 Invesco Quality Municipal Securities shares in Q1 2022, an estimated $332K.
Financial Advocates Investment Management first reported a position in Invesco Quality Municipal Securities in Q1 2018 and held it in 8 quarters.
Financial Advocates Investment Management's Invesco Quality Municipal Securities position peaked at $332K in Q4 2021.
92 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.