Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MWM
Melfa Wealth Management’s
Invesco Quality Municipal Securities
IQI
Stock Holding History
Melfa Wealth Management’s Portfolio
IQI Stock Details
IQI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$148K
Hold
15,344
–
–
0.08%
180
2025
Q4
$153K
Hold
15,344
–
–
0.09%
185
2025
Q3
$151K
Hold
15,344
–
–
0.09%
183
2025
Q2
$144K
Hold
15,344
–
–
0.09%
189
2025
Q1
$149K
Hold
15,344
–
–
0.1%
182
2024
Q4
$151K
Hold
15,344
–
–
0.1%
181
2024
Q3
$160K
Hold
15,344
–
–
0.11%
183
2024
Q2
$152K
Hold
15,344
–
–
0.11%
176
2024
Q1
$149K
Buy
15,344
+186
+1%
+$1.78K
0.11%
173
2023
Q4
$144K
Buy
15,158
+182
+1%
+$1.61K
0.14%
125
2023
Q3
$126K
Buy
14,976
+182
+1%
+$1.68K
0.14%
121
2023
Q2
$141K
Buy
14,794
+172
+1%
+$1.64K
0.14%
120
2023
Q1
$146K
Buy
14,622
+174
+1%
+$1.71K
0.15%
118
2022
Q4
$136K
Buy
+14,448
New
+$135K
0.14%
119
Other funds holding IQI
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
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
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
NA
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close