Gridiron Partners’s Invesco Value Municipal Income Trust IIM Stock Holding History

Gridiron Partners’s Portfolio IIM Stock Details IIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$141K	Hold	13,456	–	–	0.07%	47
2026 Q2	$171K	Sell	13,456 -11,777	-47%	-$145K	0.09%	43
2026 Q1	$307K	Sell	25,233 -3,508	-12%	-$44.2K	0.19%	41
2025 Q4	$354K	Sell	28,741 -121,909	-81%	-$1.52M	0.2%	42
2025 Q3	$361K	Buy	150,650 +121,909	+424%	+$1.44M	0.2%	41
2025 Q2	$335K	Hold	28,741	–	–	0.21%	43
2025 Q1	$344K	Hold	28,741	–	–	0.22%	45
2024 Q4	$342K	Hold	28,741	–	–	0.22%	45
2024 Q3	$370K	Hold	28,741	–	–	0.22%	45
2024 Q2	$355K	Hold	28,741	–	–	0.23%	45
2024 Q1	$345K	Hold	28,741	–	–	0.22%	46
2023 Q4	$337K	Buy	+28,741	New	+$315K	0.24%	51

Other funds holding IIM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Gridiron Partners's IIM Position: Q3 2026 in Review

Gridiron Partners held its Invesco Value Municipal Income Trust (IIM) position steady in Q3 2026 at 13,456 shares worth $141K. The position accounts for 0.07% of the portfolio, ranked #47.

Gridiron Partners first reported a position in IIM in Q4 2023 and has held it in 12 quarters since. The position peaked at $370K in Q3 2024. 15 funds tracked by Wall St. Rank hold IIM as of Q3 2026.

Gridiron Partners held 13,456 shares of Invesco Value Municipal Income Trust worth $141K as of Q3 2026.
Gridiron Partners left its Invesco Value Municipal Income Trust share count unchanged in Q3 2026.
Invesco Value Municipal Income Trust made up 0.07% of Gridiron Partners's portfolio in Q3 2026, its #47 holding.
Gridiron Partners first reported a position in Invesco Value Municipal Income Trust in Q4 2023 and has held it in 12 quarters since.
Gridiron Partners's Invesco Value Municipal Income Trust position peaked at $370K in Q3 2024.
15 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.