Koshinski Asset Management
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Koshinski Asset Management’s Invesco Quality Municipal Securities IQI Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-1,600
Closed -$18.1K – 1285
2022
Q1 		$18.1K Hold
1,600
– – ﹤0.01% 1437
2021
Q4 		$21.7K Hold
1,600
– – ﹤0.01% 1418
2021
Q3 		$21.1K Buy
+1,600
New +$21.9K ﹤0.01% 1450

Other funds holding IQI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management's IQI Position: Q2 2022 in Review

Koshinski Asset Management sold out of Invesco Quality Municipal Securities (IQI) in Q2 2022, closing a stake of 1,600 shares — an estimated $18.1K sold.

Koshinski Asset Management first reported a position in IQI in Q3 2021 and held it in 3 quarters. The position peaked at $21.7K in Q4 2021. 96 funds tracked by Wall St. Rank hold IQI as of Q2 2022.

  • Koshinski Asset Management reported no remaining Invesco Quality Municipal Securities position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,600 Invesco Quality Municipal Securities shares in Q2 2022, an estimated $18.1K.
  • Koshinski Asset Management first reported a position in Invesco Quality Municipal Securities in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Invesco Quality Municipal Securities position peaked at $21.7K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.