Lido Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Lido Advisors’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
2026 Q1	$984K	Buy	102,331 +719	+0.7%	+$7.21K	﹤0.01%	973
2025 Q4	$1M	Hold	101,612	–	–	﹤0.01%	1004
2025 Q3	$1M	Hold	101,612	–	–	﹤0.01%	955
2025 Q2	$953K	Hold	101,612	–	–	﹤0.01%	863
2025 Q1	$984K	Hold	101,612	–	–	﹤0.01%	787
2024 Q4	$1M	Sell	101,612 -2,715	-3%	-$27.4K	﹤0.01%	765
2024 Q3	$1.09M	Hold	104,327	–	–	0.01%	677
2024 Q2	$1.03M	Buy	104,327 +2,715	+3%	+$26.1K	0.01%	655
2024 Q1	$984K	Sell	101,612 -142,931	-58%	-$1.37M	0.01%	658
2023 Q4	$2.33M	Buy	+244,543	New	+$2.16M	0.02%	385

Other funds holding IQI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lido Advisors's IQI Position: Q1 2026 in Review

Lido Advisors increased its Invesco Quality Municipal Securities (IQI) stake by 0.71% in Q1 2026, buying an estimated $7.21K and bringing the position to 102,331 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Lido Advisors first reported a position in IQI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.33M in Q4 2023. 105 funds tracked by Wall St. Rank hold IQI as of Q1 2026.

Lido Advisors held 102,331 shares of Invesco Quality Municipal Securities worth $984K as of Q1 2026.
Lido Advisors bought 719 Invesco Quality Municipal Securities shares in Q1 2026, an estimated $7.21K.
Invesco Quality Municipal Securities made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #973 holding.
Lido Advisors first reported a position in Invesco Quality Municipal Securities in Q4 2023 and has held it in 10 quarters since.
Lido Advisors's Invesco Quality Municipal Securities position peaked at $2.33M in Q4 2023.
105 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2026.

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