MSFS
IQI icon

Main Street Financial Solutions’s Invesco Quality Municipal Securities IQI Stock Holding History

Main Street Financial Solutions’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
2021
Q3 		– Sell
-10,802
Closed -$146K – 453
2021
Q2 		$146K Buy
+10,802
New +$143K 0.02% 428

Other funds holding IQI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Main Street Financial Solutions's IQI Position: Q3 2021 in Review

Main Street Financial Solutions sold out of Invesco Quality Municipal Securities (IQI) in Q3 2021, closing a stake of 10,802 shares — an estimated $146K sold.

Main Street Financial Solutions first reported a position in IQI in Q2 2021 and held it in 1 quarter. The position peaked at $146K in Q2 2021. 87 funds tracked by Wall St. Rank hold IQI as of Q3 2021.

  • Main Street Financial Solutions reported no remaining Invesco Quality Municipal Securities position as of Q3 2021 after selling out during the quarter.
  • Main Street Financial Solutions sold 10,802 Invesco Quality Municipal Securities shares in Q3 2021, an estimated $146K.
  • Main Street Financial Solutions first reported a position in Invesco Quality Municipal Securities in Q2 2021 and held it in 1 quarter.
  • Main Street Financial Solutions's Invesco Quality Municipal Securities position peaked at $146K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q3 2021.

Based on Main Street Financial Solutions's 13F filing for Q3 2021, filed 15 Nov 2021.