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Marex Group’s Invesco Value Municipal Income Trust IIM Stock Holding History

Marex Group’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 		$124K Buy
+10,200
New +$128K ﹤0.01% 938
2025
Q1 		– Sell
-52,130
Closed -$620K – 767
2024
Q4 		$620K Buy
+52,130
New +$648K 0.01% 307

Other funds holding IIM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Marex Group's IIM Position: Q1 2026 in Review

Marex Group opened a new position in Invesco Value Municipal Income Trust (IIM) in Q1 2026: 10,200 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: Marex Group previously reported a position in IIM as recently as Q4 2024.

Marex Group first reported a position in IIM in Q4 2024 and has held it in 2 quarters since. The position peaked at $620K in Q4 2024. 95 funds tracked by Wall St. Rank hold IIM as of Q1 2026.

  • Marex Group held 10,200 shares of Invesco Value Municipal Income Trust worth $124K as of Q1 2026.
  • Invesco Value Municipal Income Trust was a new Marex Group position in Q1 2026.
  • Invesco Value Municipal Income Trust made up ﹤0.01% of Marex Group's portfolio in Q1 2026, its #938 holding.
  • Marex Group first reported a position in Invesco Value Municipal Income Trust in Q4 2024 and has held it in 2 quarters since.
  • Marex Group's Invesco Value Municipal Income Trust position peaked at $620K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.