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Global Retirement Partners’s Invesco Quality Municipal Securities IQI Stock Holding History

Global Retirement Partners’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
2025
Q4 		$11.4K Buy
1,142
+342
+43% +$3.42K ﹤0.01% 3105
2025
Q3 		$7.88K Hold
800
– – ﹤0.01% 2788
2025
Q2 		$7.5K Buy
+800
New +$7.5K ﹤0.01% 2731

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Global Retirement Partners's IQI Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco Quality Municipal Securities (IQI) stake by 43% in Q4 2025, buying an estimated $3.42K and bringing the position to 1,142 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

Global Retirement Partners first reported a position in IQI in Q2 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold IQI as of Q4 2025.

  • Global Retirement Partners held 1,142 shares of Invesco Quality Municipal Securities worth $11.4K as of Q4 2025.
  • Global Retirement Partners bought 342 Invesco Quality Municipal Securities shares in Q4 2025, an estimated $3.42K.
  • Invesco Quality Municipal Securities made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3105 holding.
  • Global Retirement Partners first reported a position in Invesco Quality Municipal Securities in Q2 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.