Fortitude Advisory Group’s Invesco Quality Municipal Securities IQI Stock Holding History

Fortitude Advisory Group’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	$261K	Buy	25,756 +4,895	+23%	+$48.3K	0.1%	176
2026 Q1	$201K	Hold	20,861	–	–	0.09%	200
2025 Q4	$208K	Hold	20,861	–	–	0.09%	189
2025 Q3	$205K	Buy	20,861 +5,307	+34%	+$50.4K	0.11%	192
2025 Q2	$146K	Buy	15,554 +5,274	+51%	+$49.4K	0.08%	204
2025 Q1	$95K	Hold	10,280	–	–	0.07%	195
2024 Q4	$101K	Buy	+10,280	New	+$104K	0.06%	195
2022 Q2	–	Sell	-1,904	Closed	-$22K	–	714
2022 Q1	$22K	Hold	1,904	–	–	0.01%	802
2021 Q4	$26K	Buy	+1,904	New	+$25.1K	0.01%	759

Other funds holding IQI

HWAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Fortitude Advisory Group's IQI Position: Q2 2026 in Review

Fortitude Advisory Group increased its Invesco Quality Municipal Securities (IQI) stake by 23% in Q2 2026, buying an estimated $48.3K and bringing the position to 25,756 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #176.

Fortitude Advisory Group first reported a position in IQI in Q4 2021 and has held it in 9 quarters since. 33 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

Fortitude Advisory Group held 25,756 shares of Invesco Quality Municipal Securities worth $261K as of Q2 2026.
Fortitude Advisory Group bought 4,895 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $48.3K.
Invesco Quality Municipal Securities made up 0.1% of Fortitude Advisory Group's portfolio in Q2 2026, its #176 holding.
Fortitude Advisory Group first reported a position in Invesco Quality Municipal Securities in Q4 2021 and has held it in 9 quarters since.
33 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.