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Independent Advisor Alliance’s Invesco Quality Municipal Securities IQI Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-63,554
Closed -$627K – 1090
2024
Q4 		$627K Buy
+63,554
New +$641K 0.01% 881
2020
Q1 		– Sell
-20,056
Closed -$252K – 627
2019
Q4 		$252K Buy
+20,056
New +$251K 0.01% 740

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's IQI Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Invesco Quality Municipal Securities (IQI) in Q1 2025, closing a stake of 63,554 shares — an estimated $627K sold.

Independent Advisor Alliance first reported a position in IQI in Q4 2019 and held it in 2 quarters. The position peaked at $627K in Q4 2024. 104 funds tracked by Wall St. Rank hold IQI as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Invesco Quality Municipal Securities position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 63,554 Invesco Quality Municipal Securities shares in Q1 2025, an estimated $627K.
  • Independent Advisor Alliance first reported a position in Invesco Quality Municipal Securities in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco Quality Municipal Securities position peaked at $627K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.