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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
2026
Q2 		$11.6K Buy
+1,142
New +$11.3K ﹤0.01% 3322
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 $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Global Retirement Partners's IQI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Quality Municipal Securities (IQI) in Q2 2026: 1,142 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #3322 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IQI as recently as Q4 2025.

Global Retirement Partners first reported a position in IQI in Q2 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Global Retirement Partners held 1,142 shares of Invesco Quality Municipal Securities worth $11.6K as of Q2 2026.
  • Invesco Quality Municipal Securities was a new Global Retirement Partners position in Q2 2026.
  • Invesco Quality Municipal Securities made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3322 holding.
  • Global Retirement Partners first reported a position in Invesco Quality Municipal Securities in Q2 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.