Investors Research Corp’s Invesco Value Municipal Income Trust IIM Stock Holding History

Investors Research Corp’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 Q3	$2.87K	Hold	274	–	–	﹤0.01%	652
2026 Q2	$3.49K	Hold	274	–	–	﹤0.01%	632
2026 Q1	$3.33K	Hold	274	–	–	﹤0.01%	651
2025 Q4	$3.38K	Hold	274	–	–	﹤0.01%	724
2025 Q3	$3.44K	Hold	274	–	–	﹤0.01%	760
2025 Q2	$3.19K	Hold	274	–	–	﹤0.01%	806
2025 Q1	$3.28K	Hold	274	–	–	﹤0.01%	815
2024 Q4	$3.26K	Hold	274	–	–	﹤0.01%	815
2024 Q3	$3.53K	Hold	274	–	–	﹤0.01%	837
2024 Q2	$3.38K	Hold	274	–	–	﹤0.01%	891
2024 Q1	$3.29K	Hold	274	–	–	﹤0.01%	867
2023 Q4	$3.21K	Hold	274	–	–	﹤0.01%	894
2023 Q3	$2.85K	Hold	274	–	–	﹤0.01%	910
2023 Q2	$3.24K	Hold	274	–	–	﹤0.01%	909
2023 Q1	$3.34K	Hold	274	–	–	﹤0.01%	923
2022 Q4	$3.3K	Hold	274	–	–	﹤0.01%	933
2022 Q3	$3K	Hold	274	–	–	﹤0.01%	926
2022 Q2	$4K	Hold	274	–	–	﹤0.01%	871
2022 Q1	$4K	Hold	274	–	–	﹤0.01%	863
2021 Q4	$5K	Hold	274	–	–	﹤0.01%	841
2021 Q3	$4K	Hold	274	–	–	﹤0.01%	876
2021 Q2	$5K	Hold	274	–	–	﹤0.01%	851
2021 Q1	$4K	Hold	274	–	–	﹤0.01%	857
2020 Q4	$4K	Hold	274	–	–	﹤0.01%	946
2020 Q3	$4K	Hold	274	–	–	﹤0.01%	941
2020 Q2	$4K	Hold	274	–	–	﹤0.01%	941
2020 Q1	$4K	Hold	274	–	–	﹤0.01%	925
2019 Q4	$4K	Hold	274	–	–	﹤0.01%	968
2019 Q3	$4K	Hold	274	–	–	﹤0.01%	962
2019 Q2	$4K	Hold	274	–	–	﹤0.01%	905
2019 Q1	$4K	Buy	+274	New	+$3.93K	﹤0.01%	883

Other funds holding IIM

Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Investors Research Corp's IIM Position: Q3 2026 in Review

Investors Research Corp held its Invesco Value Municipal Income Trust (IIM) position steady in Q3 2026 at 274 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Investors Research Corp first reported a position in IIM in Q1 2019 and has held it in 31 quarters since. The position peaked at $5K in Q4 2021. 6 funds tracked by Wall St. Rank hold IIM as of Q3 2026.

Investors Research Corp held 274 shares of Invesco Value Municipal Income Trust worth $2.87K as of Q3 2026.
Investors Research Corp left its Invesco Value Municipal Income Trust share count unchanged in Q3 2026.
Invesco Value Municipal Income Trust made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #652 holding.
Investors Research Corp first reported a position in Invesco Value Municipal Income Trust in Q1 2019 and has held it in 31 quarters since.
Investors Research Corp's Invesco Value Municipal Income Trust position peaked at $5K in Q4 2021.
6 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.