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ORG Wealth Partners’s Invesco Quality Municipal Securities IQI Stock Holding History

ORG Wealth Partners’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 		$17.4K Hold
1,716
– – ﹤0.01% 461
2026
Q1 		$16.5K Hold
1,716
– – ﹤0.01% 443
2025
Q4 		$17.1K Hold
1,716
– – ﹤0.01% 427
2025
Q3 		$16.9K Hold
1,716
– – ﹤0.01% 422
2025
Q2 		$16.2K Hold
1,716
– – ﹤0.01% 454
2025
Q1 		$16.7K Hold
1,716
– – 0.01% 476
2024
Q4 		$16.9K Hold
1,716
– – 0.01% 347
2024
Q3 		$17.9K Buy
+1,716
New +$17.5K 0.01% 341

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

ORG Wealth Partners's IQI Position: Q2 2026 in Review

ORG Wealth Partners held its Invesco Quality Municipal Securities (IQI) position steady in Q2 2026 at 1,716 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

ORG Wealth Partners first reported a position in IQI in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.9K in Q3 2024. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • ORG Wealth Partners held 1,716 shares of Invesco Quality Municipal Securities worth $17.4K as of Q2 2026.
  • ORG Wealth Partners left its Invesco Quality Municipal Securities share count unchanged in Q2 2026.
  • Invesco Quality Municipal Securities made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #461 holding.
  • ORG Wealth Partners first reported a position in Invesco Quality Municipal Securities in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Invesco Quality Municipal Securities position peaked at $17.9K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.