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Newbridge Financial Services Group’s Invesco Value Municipal Income Trust IIM Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-679
Closed -$8.52K – 1339
2025
Q3 		$8.52K Hold
679
– – ﹤0.01% 933
2025
Q2 		$7.9K Buy
+679
New +$7.94K ﹤0.01% 945
2021
Q3 		– Sell
-2,488
Closed -$41K – 1492
2021
Q2 		$41K Buy
2,488
+68
+3% +$1.09K 0.03% 504
2021
Q1 		$38K Buy
2,420
+25
+1% +$391 0.03% 466
2020
Q4 		$37K Buy
2,395
+25
+1% +$379 0.03% 396
2020
Q3 		$35K Buy
+2,370
New +$35.3K 0.03% 371

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 $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return