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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Gridiron Partners's IIM Position: Q1 2026 in Review

Gridiron Partners reduced its Invesco Value Municipal Income Trust (IIM) stake by 12% in Q1 2026, selling an estimated $44.2K and leaving 25,233 shares worth $307K. The position accounts for 0.19% of the portfolio, ranked #41.

Gridiron Partners first reported a position in IIM in Q4 2023 and has held it in 10 quarters since. The position peaked at $370K in Q3 2024. 95 funds tracked by Wall St. Rank hold IIM as of Q1 2026.

Gridiron Partners held 25,233 shares of Invesco Value Municipal Income Trust worth $307K as of Q1 2026.
Gridiron Partners sold 3,508 Invesco Value Municipal Income Trust shares in Q1 2026, an estimated $44.2K.
Invesco Value Municipal Income Trust made up 0.19% of Gridiron Partners's portfolio in Q1 2026, its #41 holding.
Gridiron Partners first reported a position in Invesco Value Municipal Income Trust in Q4 2023 and has held it in 10 quarters since.
Gridiron Partners's Invesco Value Municipal Income Trust position peaked at $370K in Q3 2024.
95 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2026.

Based on Gridiron Partners's 13F filing for Q1 2026, filed 13 Apr 2026.