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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
Q2 		– Sell
-10,200
Closed -$124K – 1236
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marex Group's IIM Position: Q2 2026 in Review

Marex Group sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2026, closing a stake of 10,200 shares — an estimated $124K sold.

Marex Group first reported a position in IIM in Q4 2024 and held it in 2 quarters. The position peaked at $620K in Q4 2024. 85 funds tracked by Wall St. Rank hold IIM as of Q2 2026.

  • Marex Group reported no remaining Invesco Value Municipal Income Trust position as of Q2 2026 after selling out during the quarter.
  • Marex Group sold 10,200 Invesco Value Municipal Income Trust shares in Q2 2026, an estimated $124K.
  • Marex Group first reported a position in Invesco Value Municipal Income Trust in Q4 2024 and held it in 2 quarters.
  • Marex Group's Invesco Value Municipal Income Trust position peaked at $620K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.