Hardin Capital Partners’s Invesco Quality Municipal Securities IQI Stock Holding History

Hardin Capital Partners’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	$329K	Hold	32,500	–	–	0.15%	95
2026 Q1	$313K	Hold	32,500	–	–	0.15%	96
2025 Q4	$324K	Hold	32,500	–	–	0.15%	92
2025 Q3	$320K	Buy	32,500 +7,500	+30%	+$71.2K	0.17%	88
2025 Q2	$236K	Sell	25,000 -6,000	-19%	-$56.3K	0.14%	101
2025 Q1	$300K	Hold	31,000	–	–	0.18%	89
2024 Q4	$306K	Hold	31,000	–	–	0.18%	85
2024 Q3	$323K	Hold	31,000	–	–	0.18%	84
2024 Q2	$308K	Buy	+31,000	New	+$298K	0.2%	82

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Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return