GA
IQI icon

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

GoalVest 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
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return