IFP Advisors
IQI icon

IFP Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

IFP Advisors’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
Q3 		$1.88M Buy
217,664
+35,033
+19% +$347K 0.03% 526
2026
Q2 		$1.85M Buy
182,631
+58,480
+47% +$577K 0.03% 510
2026
Q1 		$1.19M Buy
124,151
+75,915
+157% +$761K 0.02% 617
2025
Q4 		$480K Buy
+48,236
New +$482K 0.01% 952
2023
Q1 		– Sell
-703
Closed -$8K – 3915
2022
Q4 		$8K Sell
703
-8,008
-92% -$74.9K ﹤0.01% 3521
2022
Q3 		$104K Hold
8,711
– – ﹤0.01% 1831
2022
Q2 		$104K Hold
8,711
– – ﹤0.01% 1662
2022
Q1 		$104K Buy
+8,711
New +$104K ﹤0.01% 1662
2019
Q1 		– Sell
-1,537
Closed -$17K – 2868
2018
Q4 		$17K Sell
1,537
-1,497
-49% -$16.8K ﹤0.01% 2215
2018
Q3 		$35K Sell
3,034
-9,886
-77% -$118K ﹤0.01% 2108
2018
Q2 		$154K Sell
12,920
-1,092
-8% -$13K 0.01% 1225
2018
Q1 		$175K Hold
14,012
– – 0.01% 1048
2017
Q4 		$175K Sell
14,012
-1,579
-10% -$19.7K 0.01% 1054
2017
Q3 		$200K Buy
15,591
+7
+0% +$90 0.01% 1144
2017
Q2 		$199K Buy
15,584
+180
+1% +$2.26K 0.01% 1126
2017
Q1 		$191K Sell
15,404
-393
-2% -$4.87K 0.01% 1137
2016
Q4 		$196K Sell
15,797
-3,663
-19% -$46.6K 0.01% 1066
2016
Q3 		$269K Buy
19,460
+7
+0% +$97 0.01% 862
2016
Q2 		$269K Buy
+19,453
New +$263K 0.02% 831
2016
Q1 		– Sell
-11,484
Closed -$146K – 2881
2015
Q4 		$146K Buy
+11,484
New +$142K 0.01% 990

Other funds holding IQI

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return
Hardin Capital Partners
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

IFP Advisors's IQI Position: Q3 2026 in Review

IFP Advisors increased its Invesco Quality Municipal Securities (IQI) stake by 19% in Q3 2026, buying an estimated $347K and bringing the position to 217,664 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #526.

IFP Advisors first reported a position in IQI in Q4 2015 and has held it in 20 quarters since. 23 funds tracked by Wall St. Rank hold IQI as of Q3 2026.

  • IFP Advisors held 217,664 shares of Invesco Quality Municipal Securities worth $1.88M as of Q3 2026.
  • IFP Advisors bought 35,033 Invesco Quality Municipal Securities shares in Q3 2026, an estimated $347K.
  • Invesco Quality Municipal Securities made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #526 holding.
  • IFP Advisors first reported a position in Invesco Quality Municipal Securities in Q4 2015 and has held it in 20 quarters since.
  • 23 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.