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Legacy Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Legacy Advisors’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
Q1 		– Sell
-12,080
Closed -$149K – 296
2025
Q4 		$149K Buy
+12,080
New +$151K 0.02% 279

Other funds holding IIM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Legacy Advisors's IIM Position: Q1 2026 in Review

Legacy Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q1 2026, closing a stake of 12,080 shares — an estimated $149K sold.

Legacy Advisors first reported a position in IIM in Q4 2025 and held it in 1 quarter. The position peaked at $149K in Q4 2025. 96 funds tracked by Wall St. Rank hold IIM as of Q1 2026.

  • Legacy Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisors sold 12,080 Invesco Value Municipal Income Trust shares in Q1 2026, an estimated $149K.
  • Legacy Advisors first reported a position in Invesco Value Municipal Income Trust in Q4 2025 and held it in 1 quarter.
  • Legacy Advisors's Invesco Value Municipal Income Trust position peaked at $149K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2026.

Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.