MML Investors Services
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MML Investors Services’s Invesco Quality Municipal Securities IQI Stock Holding History

MML Investors Services’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 		$480K Buy
49,893
+382
+0.8% +$3.83K ﹤0.01% 2245
2025
Q4 		$493K Buy
49,511
+117
+0.2% +$1.17K ﹤0.01% 2269
2025
Q3 		$487K Buy
49,394
+11,416
+30% +$108K ﹤0.01% 2191
2025
Q2 		$356K Sell
37,978
-8,053
-17% -$75.5K ﹤0.01% 2313
2025
Q1 		$446K Buy
46,031
+352
+0.8% +$3.48K ﹤0.01% 2060
2024
Q4 		$450K Buy
45,679
+236
+0.5% +$2.38K ﹤0.01% 1978
2024
Q3 		$474K Buy
45,443
+5,495
+14% +$56K ﹤0.01% 1890
2024
Q2 		$396K Buy
39,948
+10,983
+38% +$105K ﹤0.01% 1921
2024
Q1 		$280K Buy
28,965
+4,164
+17% +$39.8K ﹤0.01% 2152
2023
Q4 		$236K Buy
+24,801
New +$219K ﹤0.01% 2204

Other funds holding IQI

Raymond James Financial
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return