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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
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% 3522
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

IFP Advisors's IQI Position: Q2 2026 in Review

IFP Advisors increased its Invesco Quality Municipal Securities (IQI) stake by 47% in Q2 2026, buying an estimated $577K and bringing the position to 182,631 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #510.

IFP Advisors first reported a position in IQI in Q4 2015 and has held it in 19 quarters since. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • IFP Advisors held 182,631 shares of Invesco Quality Municipal Securities worth $1.85M as of Q2 2026.
  • IFP Advisors bought 58,480 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $577K.
  • Invesco Quality Municipal Securities made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #510 holding.
  • IFP Advisors first reported a position in Invesco Quality Municipal Securities in Q4 2015 and has held it in 19 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.