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Global Wealth Management Investment Advisory’s Invesco Quality Municipal Securities IQI Stock Holding History

Global Wealth Management Investment Advisory’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
2023
Q4 		– Sell
-750
Closed -$6.29K – 484
2023
Q3 		$6.29K Hold
750
– – ﹤0.01% 322
2023
Q2 		$7.17K Buy
+750
New +$7.15K ﹤0.01% 318
2022
Q3 		– Sell
-750
Closed -$8K – 297
2022
Q2 		$8K Hold
750
– – ﹤0.01% 301
2022
Q1 		$8K Hold
750
– – ﹤0.01% 333
2021
Q4 		$10K Hold
750
– – ﹤0.01% 310
2021
Q3 		$10K Hold
750
– – ﹤0.01% 315
2021
Q2 		$10K Hold
750
– – ﹤0.01% 297
2021
Q1 		$10K Hold
750
– – ﹤0.01% 309
2020
Q4 		$10K Hold
750
– – ﹤0.01% 281
2020
Q3 		$9K Hold
750
– – ﹤0.01% 281
2020
Q2 		$9K Hold
750
– – ﹤0.01% 363
2020
Q1 		$9K Hold
750
– – ﹤0.01% 344
2019
Q4 		$9K Buy
+750
New +$9.4K ﹤0.01% 365

Other funds holding IQI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Global Wealth Management Investment Advisory's IQI Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Invesco Quality Municipal Securities (IQI) in Q4 2023, closing a stake of 750 shares — an estimated $6.29K sold.

Global Wealth Management Investment Advisory first reported a position in IQI in Q4 2019 and held it in 13 quarters. The position peaked at $10K in Q4 2021. 104 funds tracked by Wall St. Rank hold IQI as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining Invesco Quality Municipal Securities position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 750 Invesco Quality Municipal Securities shares in Q4 2023, an estimated $6.29K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco Quality Municipal Securities in Q4 2019 and held it in 13 quarters.
  • Global Wealth Management Investment Advisory's Invesco Quality Municipal Securities position peaked at $10K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.