GoalVest Advisory’s Invesco Quality Municipal Securities IQI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.17K Hold
313
﹤0.01% 414
2026
Q1
$3.01K Hold
313
﹤0.01% 415
2025
Q4
$3.12K Hold
313
﹤0.01% 488
2025
Q3
$3.08K Hold
313
﹤0.01% 380
2025
Q2
$2.94K Hold
313
﹤0.01% 338
2025
Q1
$3.03K Hold
313
﹤0.01% 303
2024
Q4
$3.09K Hold
313
﹤0.01% 329
2024
Q3
$3.27K Hold
313
﹤0.01% 351
2024
Q2
$3.1K Hold
313
﹤0.01% 294
2024
Q1
$3.03K Hold
313
﹤0.01% 357
2023
Q4
$2.98K Hold
313
﹤0.01% 313
2023
Q3
$2.63K Hold
313
﹤0.01% 401
2023
Q2
$2.99K Hold
313
﹤0.01% 331
2023
Q1
$3.12K Hold
313
﹤0.01% 215
2022
Q4
$2.95K Hold
313
﹤0.01% 211
2022
Q3
$3K Hold
313
﹤0.01% 218
2022
Q2
$3K Hold
313
﹤0.01% 274
2022
Q1
$4K Buy
+313
New +$3.75K ﹤0.01% 277

Other funds holding IQI

GoalVest Advisory's IQI Position: Q2 2026 in Review

GoalVest Advisory held its Invesco Quality Municipal Securities (IQI) position steady in Q2 2026 at 313 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

GoalVest Advisory first reported a position in IQI in Q1 2022 and has held it in 18 quarters since. The position peaked at $4K in Q1 2022. 15 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • GoalVest Advisory held 313 shares of Invesco Quality Municipal Securities worth $3.17K as of Q2 2026.
  • GoalVest Advisory left its Invesco Quality Municipal Securities share count unchanged in Q2 2026.
  • Invesco Quality Municipal Securities made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #414 holding.
  • GoalVest Advisory first reported a position in Invesco Quality Municipal Securities in Q1 2022 and has held it in 18 quarters since.
  • GoalVest Advisory's Invesco Quality Municipal Securities position peaked at $4K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.