Noble Wealth Management PBC’s Invesco Quality Municipal Securities IQI Stock Holding History

Noble Wealth Management PBC’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 Q2	$20.2K	Sell	2,000 -1,500	-43%	-$14.8K	0.01%	399
2026 Q1	$33.7K	Hold	3,500	–	–	0.02%	307
2025 Q4	$34.9K	Sell	3,500 -5,500	-61%	-$54.9K	0.02%	302
2025 Q3	$88.7K	Buy	+9,000	New	+$85.5K	0.05%	193
2025 Q1	$121K	Hold	12,500	–	–	0.08%	153
2024 Q4	$123K	Buy	+12,500	New	+$126K	0.09%	146

Other funds holding IQI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Noble Wealth Management PBC's IQI Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Invesco Quality Municipal Securities (IQI) stake by 43% in Q2 2026, selling an estimated $14.8K and leaving 2,000 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #399.

Noble Wealth Management PBC first reported a position in IQI in Q4 2024 and has held it in 6 quarters since. The position peaked at $123K in Q4 2024. 33 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

Noble Wealth Management PBC held 2,000 shares of Invesco Quality Municipal Securities worth $20.2K as of Q2 2026.
Noble Wealth Management PBC sold 1,500 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $14.8K.
Invesco Quality Municipal Securities made up 0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #399 holding.
Noble Wealth Management PBC first reported a position in Invesco Quality Municipal Securities in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's Invesco Quality Municipal Securities position peaked at $123K in Q4 2024.
33 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.