Fourpath Capital Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Fourpath Capital 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
2026 Q3	$135K	Buy	+12,912	New	+$160K	0.02%	219

Other funds holding IIM

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RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Fourpath Capital Management's IIM Position: Q3 2026 in Review

Fourpath Capital Management opened a new position in Invesco Value Municipal Income Trust (IIM) in Q3 2026: 12,912 shares worth $135K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings.

15 funds tracked by Wall St. Rank hold IIM as of Q3 2026.

Fourpath Capital Management held 12,912 shares of Invesco Value Municipal Income Trust worth $135K as of Q3 2026.
Invesco Value Municipal Income Trust was a new Fourpath Capital Management position in Q3 2026.
Invesco Value Municipal Income Trust made up 0.02% of Fourpath Capital Management's portfolio in Q3 2026, its #219 holding.
15 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.