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Larson Financial Group’s Invesco Quality Municipal Securities IQI Stock Holding History

Larson Financial Group’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
2024
Q4 		– Sell
-11,025
Closed -$115K – 2835
2024
Q3 		$115K Buy
11,025
+7,725
+234% +$78.7K 0.01% 696
2024
Q2 		$32.7K Buy
+3,300
New +$31.7K ﹤0.01% 913

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's IQI Position: Q4 2024 in Review

Larson Financial Group sold out of Invesco Quality Municipal Securities (IQI) in Q4 2024, closing a stake of 11,025 shares — an estimated $115K sold.

Larson Financial Group first reported a position in IQI in Q2 2024 and held it in 2 quarters. The position peaked at $115K in Q3 2024. 110 funds tracked by Wall St. Rank hold IQI as of Q4 2024.

  • Larson Financial Group reported no remaining Invesco Quality Municipal Securities position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 11,025 Invesco Quality Municipal Securities shares in Q4 2024, an estimated $115K.
  • Larson Financial Group first reported a position in Invesco Quality Municipal Securities in Q2 2024 and held it in 2 quarters.
  • Larson Financial Group's Invesco Quality Municipal Securities position peaked at $115K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.